LAM Group
AVSF icon

LAM Group’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

LAM Group’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.3K Buy
225
+135
+150% +$6.24K 0.01% 107
2026
Q2 		$4.19K Buy
90
+5
+6% +$233 ﹤0.01% 116
2026
Q1 		$3.98K Buy
+85
New +$4K ﹤0.01% 113
2025
Q1 		– Sell
-75
Closed -$3.46K – 78
2024
Q4 		$3.46K Hold
75
– – ﹤0.01% 109
2024
Q3 		$3.54K Buy
75
+35
+88% +$1.63K ﹤0.01% 108
2024
Q2 		$1.85K Sell
40
-5
-11% -$230 ﹤0.01% 115
2024
Q1 		$2.08K Sell
45
-5
-10% -$231 ﹤0.01% 116
2023
Q4 		$2.32K Sell
50
-90
-64% -$4.12K ﹤0.01% 110
2023
Q3 		$6.37K Sell
140
-5
-3% -$228 0.01% 87
2023
Q2 		$6.65K Hold
145
– – 0.01% 85
2023
Q1 		$6.72K Hold
145
– – 0.01% 85
2022
Q4 		$6.65K Buy
+145
New +$6.64K 0.01% 84

Other funds holding AVSF

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Pacific Asset Management
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

LAM Group's AVSF Position: Q3 2026 in Review

LAM Group increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 150% in Q3 2026, buying an estimated $6.24K and bringing the position to 225 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #107.

LAM Group first reported a position in AVSF in Q4 2022 and has held it in 12 quarters since. 28 funds tracked by Wall St. Rank hold AVSF as of Q3 2026.

  • LAM Group held 225 shares of Avantis Short-Term Fixed Income ETF worth $10.3K as of Q3 2026.
  • LAM Group bought 135 Avantis Short-Term Fixed Income ETF shares in Q3 2026, an estimated $6.24K.
  • Avantis Short-Term Fixed Income ETF made up 0.01% of LAM Group's portfolio in Q3 2026, its #107 holding.
  • LAM Group first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2022 and has held it in 12 quarters since.
  • 28 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2026.

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