WMN
AVIG icon

Wealth Management Nebraska’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Wealth Management Nebraska’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 		$632K Sell
15,266
-204
-1% -$8.46K 0.06% 56
2026
Q1 		$643K Sell
15,470
-127
-0.8% -$5.33K 0.07% 50
2025
Q4 		$654K Buy
15,597
+882
+6% +$37.1K 0.07% 45
2025
Q3 		$619K Buy
14,715
+97
+0.7% +$4.04K 0.07% 46
2025
Q2 		$606K Sell
14,618
-2,443
-14% -$100K 0.08% 44
2025
Q1 		$706K Buy
17,061
+95
+0.6% +$3.89K 0.11% 39
2024
Q4 		$688K Buy
+16,966
New +$701K 0.11% 34

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

Wealth Management Nebraska's AVIG Position: Q2 2026 in Review

Wealth Management Nebraska reduced its Avantis Core Fixed Income ETF (AVIG) stake by 1.3% in Q2 2026, selling an estimated $8.46K and leaving 15,266 shares worth $632K. The position accounts for 0.06% of the portfolio, ranked #56.

Wealth Management Nebraska first reported a position in AVIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $706K in Q1 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Wealth Management Nebraska held 15,266 shares of Avantis Core Fixed Income ETF worth $632K as of Q2 2026.
  • Wealth Management Nebraska sold 204 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $8.46K.
  • Avantis Core Fixed Income ETF made up 0.06% of Wealth Management Nebraska's portfolio in Q2 2026, its #56 holding.
  • Wealth Management Nebraska first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Management Nebraska's Avantis Core Fixed Income ETF position peaked at $706K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Wealth Management Nebraska's 13F filing for Q2 2026, filed 27 Jul 2026.