Beaird Harris Wealth Management’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Beaird Harris Wealth Management’s Portfolio AVUQ Stock Details AVUQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	704
2026 Q1	–	Hold	0	–	–	–	683
2025 Q4	–	Hold	0	–	–	–	702
2025 Q3	–	Hold	0	–	–	–	724

Other funds holding AVUQ

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

TrustWell Financial Advisors Jacksonville, Florida $118M AUM

EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $429M AUM 21.51% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return