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Independent Wealth Network’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Independent Wealth Network’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
Q3 		$327K Buy
+4,232
New +$332K 0.08% 237

Other funds holding AVIE

Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return
Elevate Wealth Advisory
Elevate Wealth Advisory Athens, Georgia $194M AUM 12.69% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
LAM Group
LAM Group Lake Oswego, Oregon $199M AUM 14.21% 1-Year Est. Return

Independent Wealth Network's AVIE Position: Q3 2026 in Review

Independent Wealth Network opened a new position in Avantis Inflation Focused Equity ETF (AVIE) in Q3 2026: 4,232 shares worth $327K. The stake represents 0.08% of the portfolio and ranks #237 among its holdings.

6 funds tracked by Wall St. Rank hold AVIE as of Q3 2026.

  • Independent Wealth Network held 4,232 shares of Avantis Inflation Focused Equity ETF worth $327K as of Q3 2026.
  • Avantis Inflation Focused Equity ETF was a new Independent Wealth Network position in Q3 2026.
  • Avantis Inflation Focused Equity ETF made up 0.08% of Independent Wealth Network's portfolio in Q3 2026, its #237 holding.
  • 6 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.