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Wealthcare Advisory Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-9,491
Closed -$398K – 1078
2025
Q4 		$398K Buy
9,491
+137
+1% +$5.76K 0.01% 772
2025
Q3 		$394K Buy
9,354
+102
+1% +$4.25K 0.01% 748
2025
Q2 		$385K Buy
9,252
+105
+1% +$4.3K 0.01% 716
2025
Q1 		$379K Sell
9,147
-524
-5% -$21.4K 0.01% 664
2024
Q4 		$392K Buy
9,671
+138
+1% +$5.7K 0.01% 629
2024
Q3 		$405K Buy
9,533
+102
+1% +$4.27K 0.01% 619
2024
Q2 		$385K Sell
9,431
-7,425
-44% -$302K 0.01% 597
2024
Q1 		$695K Buy
16,856
+65
+0.4% +$2.68K 0.02% 475
2023
Q4 		$702K Buy
16,791
+6,765
+67% +$271K 0.03% 408
2023
Q3 		$397K Buy
10,026
+89
+0.9% +$3.61K 0.02% 487
2023
Q2 		$411K Sell
9,937
-1,486
-13% -$61.9K 0.02% 490
2023
Q1 		$481K Buy
11,423
+60
+0.5% +$2.5K 0.02% 466
2022
Q4 		$466K Buy
11,363
+1,649
+17% +$67.3K 0.02% 441
2022
Q3 		$393K Buy
+9,714
New +$415K 0.02% 422

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthcare Advisory Partners's AVIG Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2026, closing a stake of 9,491 shares — an estimated $398K sold.

Wealthcare Advisory Partners first reported a position in AVIG in Q3 2022 and held it in 14 quarters. The position peaked at $702K in Q4 2023. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Wealthcare Advisory Partners reported no remaining Avantis Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 9,491 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $398K.
  • Wealthcare Advisory Partners first reported a position in Avantis Core Fixed Income ETF in Q3 2022 and held it in 14 quarters.
  • Wealthcare Advisory Partners's Avantis Core Fixed Income ETF position peaked at $702K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.