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

WCG 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
Q2 		$2.62M Buy
63,159
+7,641
+14% +$317K 0.06% 267
2026
Q1 		$2.31M Buy
55,518
+5,040
+10% +$211K 0.06% 248
2025
Q4 		$2.12M Buy
50,478
+7,045
+16% +$296K 0.06% 254
2025
Q3 		$1.83M Buy
43,433
+9,433
+28% +$393K 0.11% 162
2025
Q2 		$1.42M Buy
34,000
+3,206
+10% +$131K 0.09% 188
2025
Q1 		$1.27M Sell
30,794
-15,189
-33% -$621K 0.1% 177
2024
Q4 		$1.87M Buy
45,983
+426
+0.9% +$17.6K 0.12% 154
2024
Q3 		$1.94M Sell
45,557
-7,090
-13% -$297K 0.13% 159
2024
Q2 		$2.15M Buy
52,647
+13,150
+33% +$534K 0.16% 131
2024
Q1 		$1.63M Buy
39,497
+5,954
+18% +$245K 0.14% 139
2023
Q4 		$1.4M Buy
33,543
+8,957
+36% +$359K 0.1% 170
2023
Q3 		$974K Buy
+24,586
New +$998K 0.07% 201

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

WCG Wealth Advisors's AVIG Position: Q2 2026 in Review

WCG Wealth Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 14% in Q2 2026, buying an estimated $317K and bringing the position to 63,159 shares worth $2.62M. The position accounts for 0.06% of the portfolio, ranked #267.

WCG Wealth Advisors first reported a position in AVIG in Q3 2023 and has held it in 12 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • WCG Wealth Advisors held 63,159 shares of Avantis Core Fixed Income ETF worth $2.62M as of Q2 2026.
  • WCG Wealth Advisors bought 7,641 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $317K.
  • Avantis Core Fixed Income ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • WCG Wealth Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.