LAM Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

LAM Group’s Portfolio AVGE Stock Details AVGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.39M	Sell	14,162 -64	-0.4%	-$6.4K	0.7%	37
2026 Q2	$1.41M	Buy	14,226 +1,235	+10%	+$119K	0.7%	38
2026 Q1	$1.14M	Buy	12,991 +524	+4%	+$47.2K	0.63%	40
2025 Q4	$1.07M	Buy	12,467 +96	+0.8%	+$8.11K	0.61%	41
2025 Q3	$1.03M	Buy	12,371 +620	+5%	+$49.9K	0.64%	37
2025 Q2	$910K	Buy	11,751 +696	+6%	+$50.6K	0.61%	40
2025 Q1	$787K	Buy	11,055 +205	+2%	+$15.1K	0.58%	43
2024 Q4	$785K	Buy	10,850 +1,685	+18%	+$125K	0.56%	45
2024 Q3	$677K	Buy	9,165 +3,868	+73%	+$274K	0.48%	52
2024 Q2	$367K	Buy	5,297 +609	+13%	+$42K	0.31%	65
2024 Q1	$327K	Buy	4,688 +886	+23%	+$58.5K	0.27%	67
2023 Q4	$246K	Buy	3,802 +165	+5%	+$9.9K	0.22%	61
2023 Q3	$214K	Hold	3,637	–	–	0.21%	58
2023 Q2	$218K	Buy	3,637 +283	+8%	+$16.4K	0.2%	57
2023 Q1	$194K	Buy	3,354 +2,075	+162%	+$120K	0.19%	57
2022 Q4	$71K	Buy	+1,279	New	+$70.4K	0.07%	64

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

LAM Group's AVGE Position: Q3 2026 in Review

LAM Group reduced its Avantis All Equity Markets ETF (AVGE) stake by 0.45% in Q3 2026, selling an estimated $6.4K and leaving 14,162 shares worth $1.39M. The position accounts for 0.7% of the portfolio, ranked #37.

LAM Group first reported a position in AVGE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q2 2026. 70 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

LAM Group held 14,162 shares of Avantis All Equity Markets ETF worth $1.39M as of Q3 2026.
LAM Group sold 64 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $6.4K.
Avantis All Equity Markets ETF made up 0.7% of LAM Group's portfolio in Q3 2026, its #37 holding.
LAM Group first reported a position in Avantis All Equity Markets ETF in Q4 2022 and has held it in 16 quarters since.
LAM Group's Avantis All Equity Markets ETF position peaked at $1.41M in Q2 2026.
70 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

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