Plancorp LLC’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

Plancorp LLC’s Portfolio AVXC Stock Details AVXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$305K	Sell	4,073 -2	-0%	-$162	0.01%	355
2026 Q2	$326K	Hold	4,075	–	–	0.01%	315
2026 Q1	$298K	Hold	4,075	–	–	0.01%	290
2025 Q4	$260K	Hold	4,075	–	–	0.01%	308
2025 Q3	$244K	Hold	4,075	–	–	0.01%	324
2025 Q2	$231K	Buy	+4,075	New	+$211K	0.01%	336
2025 Q1	–	Sell	-4,075	Closed	-$202K	–	373
2024 Q4	$202K	Hold	4,075	–	–	0.01%	309
2024 Q3	$220K	Buy	+4,075	New	+$216K	0.01%	291

Other funds holding AVXC

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CWS Financial Advisors Kalamazoo, Michigan $454M AUM 6.72% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

Plancorp LLC's AVXC Position: Q3 2026 in Review

Plancorp LLC reduced its Avantis Emerging Markets ex-China Equity ETF (AVXC) stake by 0.05% in Q3 2026, selling an estimated $162 and leaving 4,073 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #355.

Plancorp LLC first reported a position in AVXC in Q3 2024 and has held it in 8 quarters since. The position peaked at $326K in Q2 2026. 43 funds tracked by Wall St. Rank hold AVXC as of Q3 2026.

Plancorp LLC held 4,073 shares of Avantis Emerging Markets ex-China Equity ETF worth $305K as of Q3 2026.
Plancorp LLC sold 2 Avantis Emerging Markets ex-China Equity ETF shares in Q3 2026, an estimated $162.
Avantis Emerging Markets ex-China Equity ETF made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #355 holding.
Plancorp LLC first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q3 2024 and has held it in 8 quarters since.
Plancorp LLC's Avantis Emerging Markets ex-China Equity ETF position peaked at $326K in Q2 2026.
43 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q3 2026.

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