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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
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

RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

LAM Group's AVSC Position: Q2 2026 in Review

LAM Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 1.3% in Q2 2026, buying an estimated $22.2K and bringing the position to 26,200 shares worth $1.92M. The position accounts for 0.95% of the portfolio, ranked #32.

LAM Group first reported a position in AVSC in Q4 2022 and has held it in 15 quarters since. 117 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • LAM Group held 26,200 shares of Avantis US Small Cap Equity ETF worth $1.92M as of Q2 2026.
  • LAM Group bought 325 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $22.2K.
  • Avantis US Small Cap Equity ETF made up 0.95% of LAM Group's portfolio in Q2 2026, its #32 holding.
  • LAM Group first reported a position in Avantis US Small Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 117 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

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