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Team Financial Group’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Team Financial Group’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
Q3 		$35.4K Buy
+458
New +$36K 0.01% 139

Other funds holding AVIE

Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Elevate Wealth Advisory
Elevate Wealth Advisory Athens, Georgia $194M AUM 12.7% 1-Year Est. Return
LAM Group
LAM Group Lake Oswego, Oregon $199M AUM 14.21% 1-Year Est. Return

Team Financial Group's AVIE Position: Q3 2026 in Review

Team Financial Group opened a new position in Avantis Inflation Focused Equity ETF (AVIE) in Q3 2026: 458 shares worth $35.4K. The stake represents 0.01% of the portfolio and ranks #139 among its holdings.

5 funds tracked by Wall St. Rank hold AVIE as of Q3 2026.

  • Team Financial Group held 458 shares of Avantis Inflation Focused Equity ETF worth $35.4K as of Q3 2026.
  • Avantis Inflation Focused Equity ETF was a new Team Financial Group position in Q3 2026.
  • Avantis Inflation Focused Equity ETF made up 0.01% of Team Financial Group's portfolio in Q3 2026, its #139 holding.
  • 5 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.