Plancorp LLC
AVGB icon

Plancorp LLC’s Avantis Credit ETF AVGB Stock Holding History

Plancorp LLC’s Portfolio AVGB Stock Details AVGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.24M Buy
24,635
+14,926
+154% +$757K 0.03% 189
2026
Q2 		$494K Buy
9,709
+2,370
+32% +$121K 0.01% 259
2026
Q1 		$374K Buy
7,339
+2,184
+42% +$111K 0.01% 262
2025
Q4 		$262K Buy
5,155
+500
+11% +$25.7K 0.01% 307
2025
Q3 		$239K Buy
+4,655
New +$238K 0.01% 329

Other funds holding AVGB

Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management San Jose, California $847M AUM 17.59% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Cogent Private Wealth
Cogent Private Wealth Orlando, Florida $166M AUM 13.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Atomic Invest
Atomic Invest New York $683M AUM 3.17% 1-Year Est. Return

Plancorp LLC's AVGB Position: Q3 2026 in Review

Plancorp LLC increased its Avantis Credit ETF (AVGB) stake by 154% in Q3 2026, buying an estimated $757K and bringing the position to 24,635 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #189.

Plancorp LLC first reported a position in AVGB in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold AVGB as of Q3 2026.

  • Plancorp LLC held 24,635 shares of Avantis Credit ETF worth $1.24M as of Q3 2026.
  • Plancorp LLC bought 14,926 Avantis Credit ETF shares in Q3 2026, an estimated $757K.
  • Avantis Credit ETF made up 0.03% of Plancorp LLC's portfolio in Q3 2026, its #189 holding.
  • Plancorp LLC first reported a position in Avantis Credit ETF in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Avantis Credit ETF as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.