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WealthPlan Investment Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

WealthPlan Investment Management’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 		$239K Sell
5,776
-2,347
-29% -$97.3K 0.01% 429
2026
Q1 		$337K Sell
8,123
-365
-4% -$15.3K 0.02% 366
2025
Q4 		$356K Sell
8,488
-25,642
-75% -$1.08M 0.02% 299
2025
Q3 		$1.44M Buy
34,130
+1,929
+6% +$80.4K 0.1% 155
2025
Q2 		$1.34M Buy
+32,201
New +$1.32M 0.1% 161

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

WealthPlan Investment Management's AVIG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Avantis Core Fixed Income ETF (AVIG) stake by 29% in Q2 2026, selling an estimated $97.3K and leaving 5,776 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #429.

WealthPlan Investment Management first reported a position in AVIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.44M in Q3 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • WealthPlan Investment Management held 5,776 shares of Avantis Core Fixed Income ETF worth $239K as of Q2 2026.
  • WealthPlan Investment Management sold 2,347 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $97.3K.
  • Avantis Core Fixed Income ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #429 holding.
  • WealthPlan Investment Management first reported a position in Avantis Core Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's Avantis Core Fixed Income ETF position peaked at $1.44M in Q3 2025.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.