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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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

LAM Group's AVLV Position: Q2 2026 in Review

LAM Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 4.1% in Q2 2026, buying an estimated $56.2K and bringing the position to 16,150 shares worth $1.47M. The position accounts for 0.73% of the portfolio, ranked #36.

LAM Group first reported a position in AVLV in Q4 2022 and has held it in 15 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • LAM Group held 16,150 shares of Avantis US Large Cap Value ETF worth $1.47M as of Q2 2026.
  • LAM Group bought 640 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $56.2K.
  • Avantis US Large Cap Value ETF made up 0.73% of LAM Group's portfolio in Q2 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 15 quarters since.
  • 564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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