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LAM Group’s Avantis International Large Cap Value ETF AVIV Stock Holding History

LAM Group’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58M Buy
33,345
+2,555
+8% +$200K 1.28% 25
2026
Q1 		$2.3M Sell
30,790
-335
-1% -$25.4K 1.27% 25
2025
Q4 		$2.22M Buy
31,125
+10,500
+51% +$725K 1.27% 24
2025
Q3 		$1.39M Buy
20,625
+525
+3% +$34K 0.86% 29
2025
Q2 		$1.25M Buy
20,100
+1,470
+8% +$87.1K 0.84% 29
2025
Q1 		$1.06M Sell
18,630
-45
-0.2% -$2.49K 0.78% 35
2024
Q4 		$969K Sell
18,675
-8,465
-31% -$456K 0.69% 38
2024
Q3 		$1.52M Buy
27,140
+7,875
+41% +$424K 1.08% 29
2024
Q2 		$1.01M Buy
19,265
+110
+0.6% +$5.93K 0.85% 31
2024
Q1 		$1.04M Buy
19,155
+4,350
+29% +$224K 0.84% 33
2023
Q4 		$762K Buy
14,805
+820
+6% +$39.9K 0.69% 35
2023
Q3 		$673K Sell
13,985
-75
-0.5% -$3.68K 0.66% 33
2023
Q2 		$684K Sell
14,060
-595
-4% -$28.9K 0.64% 32
2023
Q1 		$706K Buy
14,655
+770
+6% +$36.9K 0.69% 32
2022
Q4 		$626K Buy
+13,885
New +$598K 0.64% 33

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

LAM Group's AVIV Position: Q2 2026 in Review

LAM Group increased its Avantis International Large Cap Value ETF (AVIV) stake by 8.3% in Q2 2026, buying an estimated $200K and bringing the position to 33,345 shares worth $2.58M. The position accounts for 1.28% of the portfolio, ranked #25.

LAM Group first reported a position in AVIV in Q4 2022 and has held it in 15 quarters since. 191 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • LAM Group held 33,345 shares of Avantis International Large Cap Value ETF worth $2.58M as of Q2 2026.
  • LAM Group bought 2,555 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $200K.
  • Avantis International Large Cap Value ETF made up 1.28% of LAM Group's portfolio in Q2 2026, its #25 holding.
  • LAM Group first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 191 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

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