Visionary Wealth Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Visionary Wealth Advisors’s Portfolio AVIG Stock Details AVIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.69M	Buy	93,650 +37,481	+67%	+$1.52M	0.14%	149
2026 Q2	$2.33M	Buy	56,169 +29,165	+108%	+$1.21M	0.09%	196
2026 Q1	$1.12M	Buy	27,004 +14,969	+124%	+$628K	0.05%	257
2025 Q4	$505K	Buy	+12,035	New	+$506K	0.02%	385
2025 Q3	–	Sell	-7,967	Closed	-$332K	–	594
2025 Q2	$332K	Sell	7,967 -38,799	-83%	-$1.59M	0.02%	437
2025 Q1	$1.94M	Sell	46,766 -98,196	-68%	-$4.02M	0.12%	176
2024 Q4	$5.88M	Buy	144,962 +14,080	+11%	+$582K	0.34%	80
2024 Q3	$5.56M	Buy	130,882 +49,884	+62%	+$2.09M	0.34%	85
2024 Q2	$3.3M	Buy	+80,998	New	+$3.29M	0.22%	115

Other funds holding AVIG

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $356M AUM 9.37% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return

Visionary Wealth Advisors's AVIG Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 67% in Q3 2026, buying an estimated $1.52M and bringing the position to 93,650 shares worth $3.69M. The position accounts for 0.14% of the portfolio, ranked #149.

Visionary Wealth Advisors first reported a position in AVIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.88M in Q4 2024. 156 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

Visionary Wealth Advisors held 93,650 shares of Avantis Core Fixed Income ETF worth $3.69M as of Q3 2026.
Visionary Wealth Advisors bought 37,481 Avantis Core Fixed Income ETF shares in Q3 2026, an estimated $1.52M.
Avantis Core Fixed Income ETF made up 0.14% of Visionary Wealth Advisors's portfolio in Q3 2026, its #149 holding.
Visionary Wealth Advisors first reported a position in Avantis Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
Visionary Wealth Advisors's Avantis Core Fixed Income ETF position peaked at $5.88M in Q4 2024.
156 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.