Wealth Enhancement Advisory Services
AVIG icon

Wealth Enhancement Advisory Services’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q3 		– Sell
-5,673
Closed -$235K – 3596
2025
Q2 		$235K Buy
+5,673
New +$233K ﹤0.01% 2860
2025
Q1 		– Sell
-11,056
Closed -$449K – 2992
2024
Q4 		$449K Buy
11,056
+3,882
+54% +$160K ﹤0.01% 2069
2024
Q3 		$305K Sell
7,174
-1,429
-17% -$59.8K ﹤0.01% 2167
2024
Q2 		$351K Sell
8,603
-2,249
-21% -$91.3K ﹤0.01% 1877
2024
Q1 		$448K Sell
10,852
-3,196
-23% -$132K ﹤0.01% 1649
2023
Q4 		$588K Sell
14,048
-13,976
-50% -$560K ﹤0.01% 1415
2023
Q3 		$1.11M Buy
+28,024
New +$1.14M ﹤0.01% 1054

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVIG Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Avantis Core Fixed Income ETF (AVIG) in Q3 2025, closing a stake of 5,673 shares — an estimated $235K sold.

Wealth Enhancement Advisory Services first reported a position in AVIG in Q3 2023 and held it in 7 quarters. The position peaked at $1.11M in Q3 2023. 128 funds tracked by Wall St. Rank hold AVIG as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Avantis Core Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,673 Avantis Core Fixed Income ETF shares in Q3 2025, an estimated $235K.
  • Wealth Enhancement Advisory Services first reported a position in Avantis Core Fixed Income ETF in Q3 2023 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Avantis Core Fixed Income ETF position peaked at $1.11M in Q3 2023.
  • 128 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.