LAM Group
AVIE icon

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
Q3 		$16.2K Buy
210
+5
+2% +$393 0.01% 99
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

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
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

LAM Group's AVIE Position: Q3 2026 in Review

LAM Group increased its Avantis Inflation Focused Equity ETF (AVIE) stake by 2.4% in Q3 2026, buying an estimated $393 and bringing the position to 210 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #99.

LAM Group first reported a position in AVIE in Q4 2022 and has held it in 12 quarters since. The position peaked at $183K in Q4 2024. 5 funds tracked by Wall St. Rank hold AVIE as of Q3 2026.

  • LAM Group held 210 shares of Avantis Inflation Focused Equity ETF worth $16.2K as of Q3 2026.
  • LAM Group bought 5 Avantis Inflation Focused Equity ETF shares in Q3 2026, an estimated $393.
  • Avantis Inflation Focused Equity ETF made up 0.01% of LAM Group's portfolio in Q3 2026, its #99 holding.
  • LAM Group first reported a position in Avantis Inflation Focused Equity ETF in Q4 2022 and has held it in 12 quarters since.
  • LAM Group's Avantis Inflation Focused Equity ETF position peaked at $183K in Q4 2024.
  • 5 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q3 2026.

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