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 Q3	$1.51M	Buy	16,655 +505	+3%	+$46.9K	0.76%	36
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

LAM Group's AVLV Position: Q3 2026 in Review

LAM Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 3.1% in Q3 2026, buying an estimated $46.9K and bringing the position to 16,655 shares worth $1.51M. The position accounts for 0.76% of the portfolio, ranked #36.

LAM Group first reported a position in AVLV in Q4 2022 and has held it in 16 quarters since. 274 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

LAM Group held 16,655 shares of Avantis US Large Cap Value ETF worth $1.51M as of Q3 2026.
LAM Group bought 505 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $46.9K.
Avantis US Large Cap Value ETF made up 0.76% of LAM Group's portfolio in Q3 2026, its #36 holding.
LAM Group first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
274 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

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