Foundations Investment Advisors’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Foundations Investment Advisors’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
2023 Q2	–	Sell	-106,693	Closed	-$5.91M	–	575
2023 Q1	$5.91M	Buy	+106,693	New	+$6.03M	0.21%	76

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundations Investment Advisors's AVIE Position: Q2 2023 in Review

Foundations Investment Advisors sold out of Avantis Inflation Focused Equity ETF (AVIE) in Q2 2023, closing a stake of 106,693 shares — an estimated $5.91M sold.

Foundations Investment Advisors first reported a position in AVIE in Q1 2023 and held it in 1 quarter. The position peaked at $5.91M in Q1 2023. 5 funds tracked by Wall St. Rank hold AVIE as of Q2 2023.

Foundations Investment Advisors reported no remaining Avantis Inflation Focused Equity ETF position as of Q2 2023 after selling out during the quarter.
Foundations Investment Advisors sold 106,693 Avantis Inflation Focused Equity ETF shares in Q2 2023, an estimated $5.91M.
Foundations Investment Advisors first reported a position in Avantis Inflation Focused Equity ETF in Q1 2023 and held it in 1 quarter.
Foundations Investment Advisors's Avantis Inflation Focused Equity ETF position peaked at $5.91M in Q1 2023.
5 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.