LAM Group
AVSC icon

LAM Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

LAM Group’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.07M Buy
29,945
+3,745
+14% +$272K 1.04% 31
2026
Q2 		$1.92M Buy
26,200
+325
+1% +$22.2K 0.95% 32
2026
Q1 		$1.61M Buy
25,875
+6,540
+34% +$411K 0.89% 32
2025
Q4 		$1.14M Buy
19,335
+9,180
+90% +$532K 0.65% 37
2025
Q3 		$581K Buy
10,155
+55
+0.5% +$3.03K 0.36% 58
2025
Q2 		$521K Buy
10,100
+510
+5% +$24.6K 0.35% 58
2025
Q1 		$464K Sell
9,590
-2,495
-21% -$132K 0.34% 57
2024
Q4 		$657K Buy
12,085
+3,250
+37% +$181K 0.47% 50
2024
Q3 		$477K Buy
8,835
+8,770
+13,492% +$463K 0.34% 59
2024
Q2 		$3.24K Hold
65
– – ﹤0.01% 109
2024
Q1 		$3.4K Hold
65
– – ﹤0.01% 106
2023
Q4 		$3.32K Sell
65
-5
-7% -$227 ﹤0.01% 101
2023
Q3 		$3.1K Hold
70
– – ﹤0.01% 93
2023
Q2 		$3.19K Sell
70
-5
-7% -$217 ﹤0.01% 90
2023
Q1 		$3.31K Buy
75
+15
+25% +$687 ﹤0.01% 90
2022
Q4 		$2.6K Buy
+60
New +$2.62K ﹤0.01% 94

Other funds holding AVSC

Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

LAM Group's AVSC Position: Q3 2026 in Review

LAM Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 14% in Q3 2026, buying an estimated $272K and bringing the position to 29,945 shares worth $2.07M. The position accounts for 1.04% of the portfolio, ranked #31.

LAM Group first reported a position in AVSC in Q4 2022 and has held it in 16 quarters since. 104 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

  • LAM Group held 29,945 shares of Avantis US Small Cap Equity ETF worth $2.07M as of Q3 2026.
  • LAM Group bought 3,745 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $272K.
  • Avantis US Small Cap Equity ETF made up 1.04% of LAM Group's portfolio in Q3 2026, its #31 holding.
  • LAM Group first reported a position in Avantis US Small Cap Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 104 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

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