AAS
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Avantax Advisory Services’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Avantax Advisory Services’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
Q1 		– Sell
-4,981
Closed -$222K – 2310
2024
Q4 		$222K Buy
4,981
+52
+1% +$2.39K ﹤0.01% 1991
2024
Q3 		$227K Buy
+4,929
New +$217K ﹤0.01% 1942

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
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Avantax Advisory Services's QVAL Position: Q1 2025 in Review

Avantax Advisory Services sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q1 2025, closing a stake of 4,981 shares — an estimated $222K sold.

Avantax Advisory Services first reported a position in QVAL in Q3 2024 and held it in 2 quarters. The position peaked at $227K in Q3 2024. 59 funds tracked by Wall St. Rank hold QVAL as of Q1 2025.

  • Avantax Advisory Services reported no remaining Alpha Architect US Quantitative Value ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 4,981 Alpha Architect US Quantitative Value ETF shares in Q1 2025, an estimated $222K.
  • Avantax Advisory Services first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Alpha Architect US Quantitative Value ETF position peaked at $227K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.