AP
QVAL icon

Aspect Partners’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Aspect 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 		$421K Hold
8,077
– – 0.17% 51
2025
Q4 		$394K Hold
8,077
– – 0.17% 56
2025
Q3 		$377K Hold
8,077
– – 0.17% 56
2025
Q2 		$355K Hold
8,077
– – 0.18% 55
2025
Q1 		$344K Sell
8,077
-1,834
-19% -$81.6K 0.2% 50
2024
Q4 		$442K Buy
9,911
+1,005
+11% +$46.1K 0.26% 44
2024
Q3 		$411K Sell
8,906
-10
-0.1% -$439 0.23% 43
2024
Q2 		$382K Hold
8,916
– – 0.23% 51
2024
Q1 		$401K Hold
8,916
– – 0.32% 46
2023
Q4 		$361K Buy
+8,916
New +$334K 0.23% 47

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 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 $38B 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 $13.3B 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