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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
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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

LAM Group's AVUS Position: Q2 2026 in Review

LAM Group reduced its Avantis US Equity ETF (AVUS) stake by 0.64% in Q2 2026, selling an estimated $12.3K and leaving 15,450 shares worth $1.98M. The position accounts for 0.98% of the portfolio, ranked #31.

LAM Group first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 291 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • LAM Group held 15,450 shares of Avantis US Equity ETF worth $1.98M as of Q2 2026.
  • LAM Group sold 100 Avantis US Equity ETF shares in Q2 2026, an estimated $12.3K.
  • Avantis US Equity ETF made up 0.98% of LAM Group's portfolio in Q2 2026, its #31 holding.
  • LAM Group first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 291 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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