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

LAM 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 Q2	$15.2K	Buy	205 +25	+14%	+$1.84K	0.01%	102
2026 Q1	$13.1K	Buy	+180	New	+$12.8K	0.01%	102
2025 Q1	–	Sell	-3,035	Closed	-$183K	–	77
2024 Q4	$183K	Buy	3,035 +1,385	+84%	+$88K	0.13%	75
2024 Q3	$106K	Sell	1,650 -535	-24%	-$34.1K	0.08%	75
2024 Q2	$136K	Buy	2,185 +1,410	+182%	+$87.6K	0.11%	72
2024 Q1	$49K	Sell	775 -2,050	-73%	-$122K	0.04%	79
2023 Q4	$163K	Buy	2,825 +305	+12%	+$17.3K	0.15%	64
2023 Q3	$143K	Hold	2,520	–	–	0.14%	61
2023 Q2	$138K	Buy	2,520 +515	+26%	+$28.5K	0.13%	60
2023 Q1	$111K	Sell	2,005 -275	-12%	-$15.5K	0.11%	61
2022 Q4	$131K	Buy	+2,280	New	+$129K	0.13%	59

Other funds holding AVIE

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

LAM Group's AVIE Position: Q2 2026 in Review

LAM Group increased its Avantis Inflation Focused Equity ETF (AVIE) stake by 14% in Q2 2026, buying an estimated $1.84K and bringing the position to 205 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #102.

LAM Group first reported a position in AVIE in Q4 2022 and has held it in 11 quarters since. The position peaked at $183K in Q4 2024. 3 funds tracked by Wall St. Rank hold AVIE as of Q2 2026.

LAM Group held 205 shares of Avantis Inflation Focused Equity ETF worth $15.2K as of Q2 2026.
LAM Group bought 25 Avantis Inflation Focused Equity ETF shares in Q2 2026, an estimated $1.84K.
Avantis Inflation Focused Equity ETF made up 0.01% of LAM Group's portfolio in Q2 2026, its #102 holding.
LAM Group first reported a position in Avantis Inflation Focused Equity ETF in Q4 2022 and has held it in 11 quarters since.
LAM Group's Avantis Inflation Focused Equity ETF position peaked at $183K in Q4 2024.
3 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q2 2026.

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