AP
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Advisors Preferred’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Advisors Preferred’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-988
Closed -$30K – 172
2022
Q2 		$30K Sell
988
-334
-25% -$11.6K 0.01% 131
2022
Q1 		$48K Sell
1,322
-3,493
-73% -$126K ﹤0.01% 138
2021
Q4 		$178K Buy
+4,815
New +$176K 0.02% 136

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
KSWA
Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Advisors Preferred's QVAL Position: Q3 2022 in Review

Advisors Preferred sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q3 2022, closing a stake of 988 shares — an estimated $30K sold.

Advisors Preferred first reported a position in QVAL in Q4 2021 and held it in 3 quarters. The position peaked at $178K in Q4 2021. 34 funds tracked by Wall St. Rank hold QVAL as of Q3 2022.

  • Advisors Preferred reported no remaining Alpha Architect US Quantitative Value ETF position as of Q3 2022 after selling out during the quarter.
  • Advisors Preferred sold 988 Alpha Architect US Quantitative Value ETF shares in Q3 2022, an estimated $30K.
  • Advisors Preferred first reported a position in Alpha Architect US Quantitative Value ETF in Q4 2021 and held it in 3 quarters.
  • Advisors Preferred's Alpha Architect US Quantitative Value ETF position peaked at $178K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q3 2022.

Based on Advisors Preferred's 13F filing for Q3 2022, filed 7 Nov 2022.