LAM Group
AVES icon

LAM Group’s Avantis Emerging Markets Value ETF AVES Stock Holding History

LAM Group’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11M Buy
17,035
+125
+0.7% +$8.12K 0.56% 47
2026
Q2 		$1.11M Buy
16,910
+550
+3% +$36K 0.55% 44
2026
Q1 		$981K Buy
16,360
+2,800
+21% +$174K 0.54% 46
2025
Q4 		$791K Buy
13,560
+3,215
+31% +$186K 0.45% 54
2025
Q3 		$593K Buy
10,345
+300
+3% +$16.7K 0.37% 56
2025
Q2 		$538K Buy
10,045
+3,085
+44% +$153K 0.36% 57
2025
Q1 		$328K Sell
6,960
-5,055
-42% -$237K 0.24% 67
2024
Q4 		$555K Sell
12,015
-5,240
-30% -$260K 0.4% 55
2024
Q3 		$900K Buy
17,255
+6,100
+55% +$300K 0.64% 41
2024
Q2 		$544K Sell
11,155
-1,110
-9% -$53.9K 0.46% 50
2024
Q1 		$581K Buy
12,265
+7,420
+153% +$341K 0.47% 51
2023
Q4 		$223K Buy
4,845
+1,175
+32% +$51.7K 0.2% 62
2023
Q3 		$159K Buy
3,670
+325
+10% +$14.4K 0.16% 60
2023
Q2 		$146K Buy
3,345
+180
+6% +$7.79K 0.14% 59
2023
Q1 		$135K Hold
3,165
– – 0.13% 59
2022
Q4 		$130K Buy
+3,165
New +$127K 0.13% 60

Other funds holding AVES

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

LAM Group's AVES Position: Q3 2026 in Review

LAM Group increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.74% in Q3 2026, buying an estimated $8.12K and bringing the position to 17,035 shares worth $1.11M. The position accounts for 0.56% of the portfolio, ranked #47.

LAM Group first reported a position in AVES in Q4 2022 and has held it in 16 quarters since. 76 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

  • LAM Group held 17,035 shares of Avantis Emerging Markets Value ETF worth $1.11M as of Q3 2026.
  • LAM Group bought 125 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $8.12K.
  • Avantis Emerging Markets Value ETF made up 0.56% of LAM Group's portfolio in Q3 2026, its #47 holding.
  • LAM Group first reported a position in Avantis Emerging Markets Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 76 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.