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

Avior 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
Q1 		– Sell
-158
Closed -$7.05K – 1948
2024
Q4 		$7.05K Sell
158
-787
-83% -$36.1K ﹤0.01% 1743
2024
Q3 		$43.6K Sell
945
-833
-47% -$36.6K ﹤0.01% 1170
2024
Q2 		$76.2K Hold
1,778
– – ﹤0.01% 952
2024
Q1 		$79.9K Buy
+1,778
New +$73.7K ﹤0.01% 1047

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

Avior Wealth Management's QVAL Position: Q1 2025 in Review

Avior Wealth Management sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q1 2025, closing a stake of 158 shares — an estimated $7.05K sold.

Avior Wealth Management first reported a position in QVAL in Q1 2024 and held it in 4 quarters. The position peaked at $79.9K in Q1 2024. 59 funds tracked by Wall St. Rank hold QVAL as of Q1 2025.

  • Avior Wealth Management reported no remaining Alpha Architect US Quantitative Value ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 158 Alpha Architect US Quantitative Value ETF shares in Q1 2025, an estimated $7.05K.
  • Avior Wealth Management first reported a position in Alpha Architect US Quantitative Value ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Alpha Architect US Quantitative Value ETF position peaked at $79.9K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.