PL
AVUQ

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
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 $1B AUM 19.58% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Plancorp LLC's AVUQ Position: Q2 2026 in Review

Plancorp LLC increased its Avantis U.S. Quality ETF (AVUQ) stake by 11% in Q2 2026, buying an estimated $30.8K and bringing the position to 4,875 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #317.

Plancorp LLC first reported a position in AVUQ in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold AVUQ as of Q2 2026.

  • Plancorp LLC held 4,875 shares of Avantis U.S. Quality ETF worth $322K as of Q2 2026.
  • Plancorp LLC bought 480 Avantis U.S. Quality ETF shares in Q2 2026, an estimated $30.8K.
  • Avantis U.S. Quality ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #317 holding.
  • Plancorp LLC first reported a position in Avantis U.S. Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q2 2026.

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