Elevate Wealth Advisory’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Elevate Wealth Advisory’s Portfolio AVIE Stock Details AVIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$108K	Sell	1,479 -171	-10%	-$12.2K	0.07%	84
2025 Q4	$109K	Hold	1,650	–	–	0.07%	79
2025 Q3	$104K	Hold	1,650	–	–	0.08%	80
2025 Q2	$101K	Hold	1,650	–	–	0.07%	87
2025 Q1	$106K	Sell	1,650 -265	-14%	-$16.6K	0.08%	80
2024 Q4	$115K	Buy	1,915 +1,356	+243%	+$86.2K	0.09%	73
2024 Q3	$36K	Hold	559	–	–	0.03%	97
2024 Q2	$34.7K	Buy	+559	New	+$34.7K	0.03%	90

Other funds holding AVIE

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Elevate Wealth Advisory's AVIE Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Avantis Inflation Focused Equity ETF (AVIE) stake by 10% in Q1 2026, selling an estimated $12.2K and leaving 1,479 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #84.

Elevate Wealth Advisory first reported a position in AVIE in Q2 2024 and has held it in 8 quarters since. The position peaked at $115K in Q4 2024. 6 funds tracked by Wall St. Rank hold AVIE as of Q1 2026.

Elevate Wealth Advisory held 1,479 shares of Avantis Inflation Focused Equity ETF worth $108K as of Q1 2026.
Elevate Wealth Advisory sold 171 Avantis Inflation Focused Equity ETF shares in Q1 2026, an estimated $12.2K.
Avantis Inflation Focused Equity ETF made up 0.07% of Elevate Wealth Advisory's portfolio in Q1 2026, its #84 holding.
Elevate Wealth Advisory first reported a position in Avantis Inflation Focused Equity ETF in Q2 2024 and has held it in 8 quarters since.
Elevate Wealth Advisory's Avantis Inflation Focused Equity ETF position peaked at $115K in Q4 2024.
6 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.