Winebrenner Capital Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Winebrenner Capital 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 Q3	$275K	Buy	6,993 +136	+2%	+$5.52K	0.18%	111
2026 Q2	$284K	Hold	6,857	–	–	0.17%	118
2026 Q1	$285K	Sell	6,857 -233	-3%	-$9.8K	0.18%	115
2025 Q4	$297K	Sell	7,090 -29	-0.4%	-$1.22K	0.2%	111
2025 Q3	$300K	Hold	7,119	–	–	0.22%	106
2025 Q2	$296K	Buy	+7,119	New	+$292K	0.24%	105

Other funds holding AVIG

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $356M AUM 9.37% 1-Year Est. Return

Winebrenner Capital Management's AVIG Position: Q3 2026 in Review

Winebrenner Capital Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 2% in Q3 2026, buying an estimated $5.52K and bringing the position to 6,993 shares worth $275K. The position accounts for 0.18% of the portfolio, ranked #111.

Winebrenner Capital Management first reported a position in AVIG in Q2 2025 and has held it in 6 quarters since. The position peaked at $300K in Q3 2025. 167 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

Winebrenner Capital Management held 6,993 shares of Avantis Core Fixed Income ETF worth $275K as of Q3 2026.
Winebrenner Capital Management bought 136 Avantis Core Fixed Income ETF shares in Q3 2026, an estimated $5.52K.
Avantis Core Fixed Income ETF made up 0.18% of Winebrenner Capital Management's portfolio in Q3 2026, its #111 holding.
Winebrenner Capital Management first reported a position in Avantis Core Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
Winebrenner Capital Management's Avantis Core Fixed Income ETF position peaked at $300K in Q3 2025.
167 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.