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Rialto Wealth Management’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Rialto Wealth Management’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
Q2 		$204K Buy
+2,750
New +$202K 0.04% 165

Other funds holding AVIE

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Rialto Wealth Management's AVIE Position: Q2 2026 in Review

Rialto Wealth Management opened a new position in Avantis Inflation Focused Equity ETF (AVIE) in Q2 2026: 2,750 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings.

5 funds tracked by Wall St. Rank hold AVIE as of Q2 2026.

  • Rialto Wealth Management held 2,750 shares of Avantis Inflation Focused Equity ETF worth $204K as of Q2 2026.
  • Avantis Inflation Focused Equity ETF was a new Rialto Wealth Management position in Q2 2026.
  • Avantis Inflation Focused Equity ETF made up 0.04% of Rialto Wealth Management's portfolio in Q2 2026, its #165 holding.
  • 5 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.