AIP
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Almanack Investment Partners’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Almanack Investment Partners’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
2026
Q1 		$331K Hold
6,354
– – 0.06% 123
2025
Q4 		$310K Sell
6,354
-92
-1% -$4.36K 0.05% 133
2025
Q3 		$301K Sell
6,446
-4,724
-42% -$212K 0.05% 152
2025
Q2 		$492K Sell
11,170
-450
-4% -$19.1K 0.08% 121
2025
Q1 		$496K Buy
11,620
+4,600
+66% +$205K 0.1% 91
2024
Q4 		$313K Hold
7,020
– – 0.05% 138
2024
Q3 		$324K Hold
7,020
– – 0.05% 143
2024
Q2 		$301K Hold
7,020
– – 0.05% 142
2024
Q1 		$315K Hold
7,020
– – 0.05% 140
2023
Q4 		$284K Hold
7,020
– – 0.05% 132
2023
Q3 		$261K Sell
7,020
-154
-2% -$5.61K 0.05% 131
2023
Q2 		$248K Buy
+7,174
New +$238K 0.04% 148
2022
Q3 		– Sell
-188,399
Closed -$5.63M – 889
2022
Q2 		$5.63M Buy
188,399
+74,636
+66% +$2.59M 0.56% 31
2022
Q1 		$4.16M Sell
113,763
-622,097
-85% -$22.4M 0.36% 53
2021
Q4 		$48.8M Buy
735,860
+163,868
+29% +$6.01M 3.95% 6
2021
Q3 		$19.6M Buy
571,992
+10,002
+2% +$349K 1.72% 10
2021
Q2 		$19.3M Buy
561,990
+127,942
+29% +$4.34M 1.84% 12
2021
Q1 		$14.1M Buy
434,048
+402,516
+1,277% +$12.3M 1.44% 14
2020
Q4 		$892K Buy
31,532
+15,176
+93% +$404K 0.1% 122
2020
Q3 		$434K Buy
+16,356
New +$391K 0.05% 230

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Almanack Investment Partners's QVAL Position: Q1 2026 in Review

Almanack Investment Partners held its Alpha Architect US Quantitative Value ETF (QVAL) position steady in Q1 2026 at 6,354 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #123.

Almanack Investment Partners first reported a position in QVAL in Q3 2020 and has held it in 20 quarters since. The position peaked at $48.8M in Q4 2021. 65 funds tracked by Wall St. Rank hold QVAL as of Q1 2026.

  • Almanack Investment Partners held 6,354 shares of Alpha Architect US Quantitative Value ETF worth $331K as of Q1 2026.
  • Almanack Investment Partners left its Alpha Architect US Quantitative Value ETF share count unchanged in Q1 2026.
  • Alpha Architect US Quantitative Value ETF made up 0.06% of Almanack Investment Partners's portfolio in Q1 2026, its #123 holding.
  • Almanack Investment Partners first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2020 and has held it in 20 quarters since.
  • Almanack Investment Partners's Alpha Architect US Quantitative Value ETF position peaked at $48.8M in Q4 2021.
  • 65 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.