AC
AAVM

AlphaCore Capital’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

AlphaCore Capital’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,241
Closed -$36.6K – 1538
2025
Q4 		$36.6K Buy
+1,241
New +$36.2K ﹤0.01% 1194

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlphaCore Capital's AAVM Position: Q1 2026 in Review

AlphaCore Capital sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q1 2026, closing a stake of 1,241 shares — an estimated $36.6K sold.

AlphaCore Capital first reported a position in AAVM in Q4 2025 and held it in 1 quarter. The position peaked at $36.6K in Q4 2025. 8 funds tracked by Wall St. Rank hold AAVM as of Q1 2026.

  • AlphaCore Capital reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 1,241 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q1 2026, an estimated $36.6K.
  • AlphaCore Capital first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q4 2025 and held it in 1 quarter.
  • AlphaCore Capital's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $36.6K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.