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Plancorp LLC’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Plancorp LLC’s Portfolio AVEE Stock Details AVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$542K Buy
8,065
+1,880
+30% +$131K 0.01% 240
2026
Q1 		$416K Buy
6,185
+2,075
+50% +$135K 0.01% 253
2025
Q4 		$257K Buy
+4,110
New +$260K 0.01% 312

Other funds holding AVEE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AFC
Ares Financial Consulting Calabasas, California $139M AUM

Plancorp LLC's AVEE Position: Q2 2026 in Review

Plancorp LLC increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 30% in Q2 2026, buying an estimated $131K and bringing the position to 8,065 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #240.

Plancorp LLC first reported a position in AVEE in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • Plancorp LLC held 8,065 shares of Avantis Emerging Markets Small Cap Equity ETF worth $542K as of Q2 2026.
  • Plancorp LLC bought 1,880 Avantis Emerging Markets Small Cap Equity ETF shares in Q2 2026, an estimated $131K.
  • Avantis Emerging Markets Small Cap Equity ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #240 holding.
  • Plancorp LLC first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.