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LAM Group’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

LAM Group’s Portfolio AVEE Stock Details AVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$683K Buy
9,845
+560
+6% +$39K 0.34% 60
2026
Q1 		$589K Buy
9,285
+445
+5% +$29K 0.32% 59
2025
Q4 		$552K Buy
8,840
+430
+5% +$27.2K 0.32% 60
2025
Q3 		$539K Buy
8,410
+965
+13% +$60.2K 0.33% 60
2025
Q2 		$449K Sell
7,445
-100
-1% -$5.54K 0.3% 62
2025
Q1 		$396K Sell
7,545
-400
-5% -$21.3K 0.29% 62
2024
Q4 		$423K Sell
7,945
-1,740
-18% -$98K 0.3% 63
2024
Q3 		$570K Buy
9,685
+2,615
+37% +$146K 0.4% 57
2024
Q2 		$392K Buy
7,070
+700
+11% +$38.4K 0.33% 63
2024
Q1 		$337K Buy
6,370
+2,270
+55% +$118K 0.28% 66
2023
Q4 		$219K Buy
+4,100
New +$213K 0.2% 63

Other funds holding AVEE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AFC
Ares Financial Consulting Calabasas, California $139M AUM

LAM Group's AVEE Position: Q2 2026 in Review

LAM Group increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 6% in Q2 2026, buying an estimated $39K and bringing the position to 9,845 shares worth $683K. The position accounts for 0.34% of the portfolio, ranked #60.

LAM Group first reported a position in AVEE in Q4 2023 and has held it in 11 quarters since. 10 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • LAM Group held 9,845 shares of Avantis Emerging Markets Small Cap Equity ETF worth $683K as of Q2 2026.
  • LAM Group bought 560 Avantis Emerging Markets Small Cap Equity ETF shares in Q2 2026, an estimated $39K.
  • Avantis Emerging Markets Small Cap Equity ETF made up 0.34% of LAM Group's portfolio in Q2 2026, its #60 holding.
  • LAM Group first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 10 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.