LAM Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

LAM Group’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Buy	16,150 +640	+4%	+$56.2K	0.73%	36
2026 Q1	$1.25M	Buy	15,510 +3,215	+26%	+$261K	0.69%	36
2025 Q4	$932K	Buy	12,295 +2,930	+31%	+$216K	0.53%	46
2025 Q3	$677K	Sell	9,365 -250	-3%	-$17.7K	0.42%	54
2025 Q2	$656K	Buy	9,615 +2,155	+29%	+$139K	0.44%	54
2025 Q1	$486K	Buy	7,460 +5	+0.1%	+$339	0.36%	54
2024 Q4	$498K	Buy	7,455 +1,245	+20%	+$84.7K	0.36%	59
2024 Q3	$409K	Buy	6,210 +3,930	+172%	+$250K	0.29%	63
2024 Q2	$143K	Hold	2,280	–	–	0.12%	71
2024 Q1	$147K	Buy	2,280 +1,245	+120%	+$74.6K	0.12%	69
2023 Q4	$59.8K	Buy	1,035 +1,000	+2,857%	+$53.8K	0.05%	70
2023 Q3	$1.84K	Hold	35	–	–	﹤0.01%	100
2023 Q2	$1.87K	Hold	35	–	–	﹤0.01%	96
2023 Q1	$1.79K	Sell	35 -5	-13%	-$260	﹤0.01%	97
2022 Q4	$2.01K	Buy	+40	New	+$2K	﹤0.01%	97

Other funds holding AVLV

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM