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Plancorp LLC’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Plancorp LLC’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Hold
3,905
– – 0.01% 362
2026
Q1 		$248K Buy
3,905
+345
+10% +$21.4K 0.01% 326
2025
Q4 		$208K Buy
+3,560
New +$206K 0.01% 351

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Plancorp LLC's AVES Position: Q2 2026 in Review

Plancorp LLC held its Avantis Emerging Markets Value ETF (AVES) position steady in Q2 2026 at 3,905 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #362.

Plancorp LLC first reported a position in AVES in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Plancorp LLC held 3,905 shares of Avantis Emerging Markets Value ETF worth $251K as of Q2 2026.
  • Plancorp LLC left its Avantis Emerging Markets Value ETF share count unchanged in Q2 2026.
  • Avantis Emerging Markets Value ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #362 holding.
  • Plancorp LLC first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

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