XY Planning Network’s Avantis Core Fixed Income ETF AVIG Stock Holding History

XY Planning Network’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	$821K	Buy	20,852 +12,414	+147%	+$504K	0.09%	178
2026 Q2	$349K	Buy	+8,438	New	+$350K	0.04%	269

Other funds holding AVIG

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

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

XY Planning Network's AVIG Position: Q3 2026 in Review

XY Planning Network increased its Avantis Core Fixed Income ETF (AVIG) stake by 147% in Q3 2026, buying an estimated $504K and bringing the position to 20,852 shares worth $821K. The position accounts for 0.09% of the portfolio, ranked #178.

XY Planning Network first reported a position in AVIG in Q2 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

XY Planning Network held 20,852 shares of Avantis Core Fixed Income ETF worth $821K as of Q3 2026.
XY Planning Network bought 12,414 Avantis Core Fixed Income ETF shares in Q3 2026, an estimated $504K.
Avantis Core Fixed Income ETF made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #178 holding.
XY Planning Network first reported a position in Avantis Core Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
50 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.