Plancorp LLC
AVUQ icon

Plancorp LLC’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Plancorp LLC’s Portfolio AVUQ Stock Details AVUQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.38M Buy
21,315
+16,440
+337% +$1.1M 0.03% 179
2026
Q2 		$322K Buy
4,875
+480
+11% +$30.8K 0.01% 317
2026
Q1 		$264K Buy
4,395
+400
+10% +$23.8K 0.01% 316
2025
Q4 		$240K Buy
3,995
+400
+11% +$24K 0.01% 321
2025
Q3 		$213K Buy
+3,595
New +$204K 0.01% 354

Other funds holding AVUQ

BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Torren Management
Torren Management San Diego, California $201M AUM 16.25% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
EnRich Financial Partners
EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Plancorp LLC's AVUQ Position: Q3 2026 in Review

Plancorp LLC increased its Avantis U.S. Quality ETF (AVUQ) stake by 337% in Q3 2026, buying an estimated $1.1M and bringing the position to 21,315 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #179.

Plancorp LLC first reported a position in AVUQ in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold AVUQ as of Q3 2026.

  • Plancorp LLC held 21,315 shares of Avantis U.S. Quality ETF worth $1.38M as of Q3 2026.
  • Plancorp LLC bought 16,440 Avantis U.S. Quality ETF shares in Q3 2026, an estimated $1.1M.
  • Avantis U.S. Quality ETF made up 0.03% of Plancorp LLC's portfolio in Q3 2026, its #179 holding.
  • Plancorp LLC first reported a position in Avantis U.S. Quality ETF in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q3 2026.

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