Plancorp LLC’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Plancorp LLC’s Portfolio AVMC Stock Details AVMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Buy	18,101 +1,730	+11%	+$134K	0.04%	169
2026 Q1	$1.22M	Buy	16,371 +1,700	+12%	+$126K	0.03%	145
2025 Q4	$1.04M	Buy	14,671 +500	+4%	+$34.9K	0.03%	152
2025 Q3	$986K	Hold	14,171	–	–	0.03%	158
2025 Q2	$938K	Buy	14,171 +1,200	+9%	+$74.9K	0.03%	156
2025 Q1	$804K	Hold	12,971	–	–	0.03%	161
2024 Q4	$843K	Hold	12,971	–	–	0.03%	143
2024 Q3	$834K	Buy	12,971 +4,376	+51%	+$268K	0.03%	147
2024 Q2	$510K	Buy	8,595 +1,150	+15%	+$68.9K	0.02%	180
2024 Q1	$463K	Buy	+7,445	New	+$429K	0.02%	190

Other funds holding AVMC

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return