LAM Group’s Avantis US Equity ETF AVUS Stock Holding History

LAM Group’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.98M	Hold	15,450	–	–	1%	32
2026 Q2	$1.98M	Sell	15,450 -100	-0.6%	-$12.3K	0.98%	31
2026 Q1	$1.73M	Buy	15,550 +2,295	+17%	+$263K	0.95%	31
2025 Q4	$1.48M	Buy	13,255 +2,095	+19%	+$231K	0.85%	31
2025 Q3	$1.21M	Hold	11,160	–	–	0.75%	32
2025 Q2	$1.13M	Buy	11,160 +680	+6%	+$63.7K	0.75%	35
2025 Q1	$968K	Buy	10,480 +50	+0.5%	+$4.87K	0.71%	37
2024 Q4	$1.01M	Buy	10,430 +750	+8%	+$73.6K	0.72%	34
2024 Q3	$921K	Buy	9,680 +1,655	+21%	+$152K	0.65%	39
2024 Q2	$724K	Hold	8,025	–	–	0.61%	43
2024 Q1	$718K	Hold	8,025	–	–	0.59%	41
2023 Q4	$654K	Sell	8,025 -5	-0.1%	-$378	0.6%	40
2023 Q3	$588K	Hold	8,030	–	–	0.58%	40
2023 Q2	$604K	Sell	8,030 -5	-0.1%	-$358	0.56%	37
2023 Q1	$570K	Hold	8,035	–	–	0.56%	39
2022 Q4	$546K	Buy	+8,035	New	+$549K	0.56%	37

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

LAM Group's AVUS Position: Q3 2026 in Review

LAM Group held its Avantis US Equity ETF (AVUS) position steady in Q3 2026 at 15,450 shares worth $1.98M. The position accounts for 1% of the portfolio, ranked #32.

LAM Group first reported a position in AVUS in Q4 2022 and has held it in 16 quarters since. 272 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

LAM Group held 15,450 shares of Avantis US Equity ETF worth $1.98M as of Q3 2026.
LAM Group left its Avantis US Equity ETF share count unchanged in Q3 2026.
Avantis US Equity ETF made up 1% of LAM Group's portfolio in Q3 2026, its #32 holding.
LAM Group first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 16 quarters since.
272 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

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