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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
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

VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $214M AUM 21.54% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LAM Group's AVSF Position: Q2 2026 in Review

LAM Group increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 5.9% in Q2 2026, buying an estimated $233 and bringing the position to 90 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

LAM Group first reported a position in AVSF in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.72K in Q1 2023. 39 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • LAM Group held 90 shares of Avantis Short-Term Fixed Income ETF worth $4.19K as of Q2 2026.
  • LAM Group bought 5 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $233.
  • Avantis Short-Term Fixed Income ETF made up ﹤0.01% of LAM Group's portfolio in Q2 2026, its #116 holding.
  • LAM Group first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2022 and has held it in 11 quarters since.
  • LAM Group's Avantis Short-Term Fixed Income ETF position peaked at $6.72K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

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