LAM Group
AVIG icon

LAM Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

LAM Group’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.53K Sell
115
-1,670
-94% -$67.8K ﹤0.01% 113
2026
Q2 		$73.9K Buy
1,785
+1,775
+17,750% +$73.6K 0.04% 86
2026
Q1 		$415 Buy
+10
New +$420 ﹤0.01% 128

Other funds holding AVIG

Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Echo Wealth Management
Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LAM Group's AVIG Position: Q3 2026 in Review

LAM Group reduced its Avantis Core Fixed Income ETF (AVIG) stake by 94% in Q3 2026, selling an estimated $67.8K and leaving 115 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

LAM Group first reported a position in AVIG in Q1 2026 and has held it in 3 quarters since. The position peaked at $73.9K in Q2 2026. 64 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

  • LAM Group held 115 shares of Avantis Core Fixed Income ETF worth $4.53K as of Q3 2026.
  • LAM Group sold 1,670 Avantis Core Fixed Income ETF shares in Q3 2026, an estimated $67.8K.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of LAM Group's portfolio in Q3 2026, its #113 holding.
  • LAM Group first reported a position in Avantis Core Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
  • LAM Group's Avantis Core Fixed Income ETF position peaked at $73.9K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

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