LAM Group
AVUQ icon

LAM Group’s Avantis U.S. Quality ETF AVUQ Stock Holding History

LAM Group’s Portfolio AVUQ Stock Details AVUQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.02K Sell
15
-10
-40% -$666 ﹤0.01% 127
2026
Q2 		$1.65K Buy
25
+20
+400% +$1.28K ﹤0.01% 126
2026
Q1 		$284 Buy
+5
New +$298 ﹤0.01% 129

Other funds holding AVUQ

Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Torren Management
Torren Management San Diego, California $201M AUM 16.25% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
EnRich Financial Partners
EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return

LAM Group's AVUQ Position: Q3 2026 in Review

LAM Group reduced its Avantis U.S. Quality ETF (AVUQ) stake by 40% in Q3 2026, selling an estimated $666 and leaving 15 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

LAM Group first reported a position in AVUQ in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.65K in Q2 2026. 15 funds tracked by Wall St. Rank hold AVUQ as of Q3 2026.

  • LAM Group held 15 shares of Avantis U.S. Quality ETF worth $1.02K as of Q3 2026.
  • LAM Group sold 10 Avantis U.S. Quality ETF shares in Q3 2026, an estimated $666.
  • Avantis U.S. Quality ETF made up ﹤0.01% of LAM Group's portfolio in Q3 2026, its #127 holding.
  • LAM Group first reported a position in Avantis U.S. Quality ETF in Q1 2026 and has held it in 3 quarters since.
  • LAM Group's Avantis U.S. Quality ETF position peaked at $1.65K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q3 2026.

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