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Atticus Wealth Management’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Atticus Wealth Management’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
2025
Q3 		– Sell
-572
Closed -$25.2K – 522
2025
Q2 		$25.2K Buy
+572
New +$24.3K 0.01% 389

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
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

Atticus Wealth Management's QVAL Position: Q3 2025 in Review

Atticus Wealth Management sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q3 2025, closing a stake of 572 shares — an estimated $25.2K sold.

Atticus Wealth Management first reported a position in QVAL in Q2 2025 and held it in 1 quarter. The position peaked at $25.2K in Q2 2025. 61 funds tracked by Wall St. Rank hold QVAL as of Q3 2025.

  • Atticus Wealth Management reported no remaining Alpha Architect US Quantitative Value ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 572 Alpha Architect US Quantitative Value ETF shares in Q3 2025, an estimated $25.2K.
  • Atticus Wealth Management first reported a position in Alpha Architect US Quantitative Value ETF in Q2 2025 and held it in 1 quarter.
  • Atticus Wealth Management's Alpha Architect US Quantitative Value ETF position peaked at $25.2K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.