Plancorp LLC’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Plancorp LLC’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	$1.81M	Sell	21,452 -5	-0%	-$393	0.04%	156
2026 Q2	$1.64M	Hold	21,457	–	–	0.04%	150
2026 Q1	$1.55M	Hold	21,457	–	–	0.04%	125
2025 Q4	$1.41M	Hold	21,457	–	–	0.04%	129
2025 Q3	$1.35M	Buy	21,457 +20	+0.1%	+$1.23K	0.04%	132
2025 Q2	$1.31M	Buy	21,437 +400	+2%	+$24.2K	0.05%	135
2025 Q1	$1.36M	Buy	21,037 +600	+3%	+$37.6K	0.05%	124
2024 Q4	$1.23M	Hold	20,437	–	–	0.05%	111
2024 Q3	$1.32M	Buy	20,437 +570	+3%	+$36.3K	0.05%	109
2024 Q2	$1.23M	Buy	19,867 +1,528	+8%	+$94.9K	0.05%	107
2024 Q1	$1.16M	Buy	18,339 +684	+4%	+$40.8K	0.05%	112
2023 Q4	$1.02M	Buy	17,655 +1,120	+7%	+$63.4K	0.05%	111
2023 Q3	$938K	Buy	16,535 +500	+3%	+$28.4K	0.05%	113
2023 Q2	$880K	Hold	16,035	–	–	0.05%	115
2023 Q1	$888K	Buy	16,035 +300	+2%	+$16.9K	0.05%	117
2022 Q4	$906K	Buy	+15,735	New	+$891K	0.05%	103

Other funds holding AVIE

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return

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 Lake Oswego, Oregon $199M AUM 14.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Plancorp LLC's AVIE Position: Q3 2026 in Review

Plancorp LLC reduced its Avantis Inflation Focused Equity ETF (AVIE) stake by 0.02% in Q3 2026, selling an estimated $393 and leaving 21,452 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #156.

Plancorp LLC first reported a position in AVIE in Q4 2022 and has held it in 16 quarters since. 7 funds tracked by Wall St. Rank hold AVIE as of Q3 2026.

Plancorp LLC held 21,452 shares of Avantis Inflation Focused Equity ETF worth $1.81M as of Q3 2026.
Plancorp LLC sold 5 Avantis Inflation Focused Equity ETF shares in Q3 2026, an estimated $393.
Avantis Inflation Focused Equity ETF made up 0.04% of Plancorp LLC's portfolio in Q3 2026, its #156 holding.
Plancorp LLC first reported a position in Avantis Inflation Focused Equity ETF in Q4 2022 and has held it in 16 quarters since.
7 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q3 2026.

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