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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
Q2 		$284K Hold
6,857
– – 0.17% 118
2026
Q1 		$285K Sell
6,857
-233
-3% -$9.78K 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

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ARA
Approach Retirement Advisors Vestavia, Alabama $138M AUM
MW
Marrick Wealth Irvine, California $141M AUM

Winebrenner Capital Management's AVIG Position: Q2 2026 in Review

Winebrenner Capital Management held its Avantis Core Fixed Income ETF (AVIG) position steady in Q2 2026 at 6,857 shares worth $284K. The position accounts for 0.17% of the portfolio, ranked #118.

Winebrenner Capital Management first reported a position in AVIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $300K in Q3 2025. 29 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Winebrenner Capital Management held 6,857 shares of Avantis Core Fixed Income ETF worth $284K as of Q2 2026.
  • Winebrenner Capital Management left its Avantis Core Fixed Income ETF share count unchanged in Q2 2026.
  • Avantis Core Fixed Income ETF made up 0.17% of Winebrenner Capital Management's portfolio in Q2 2026, its #118 holding.
  • Winebrenner Capital Management first reported a position in Avantis Core Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Winebrenner Capital Management's Avantis Core Fixed Income ETF position peaked at $300K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.