Bowman & Company’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Bowman & Company’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 Q2	–	Sell	-63,689	Closed	-$2.72M	–	114
2025 Q1	$2.72M	Buy	63,689 +147	+0.2%	+$6.54K	1.33%	18
2024 Q4	$2.84M	Buy	63,542 +299	+0.5%	+$13.7K	1.47%	16
2024 Q3	$2.92M	Hold	63,243	–	–	1.53%	17
2024 Q2	$2.71M	Hold	63,243	–	–	1.57%	16
2024 Q1	$2.84M	Buy	+63,243	New	+$2.62M	1.72%	15

Other funds holding QVAL

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Menlo Advisors Menlo Park, California $186M AUM 24.98% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bowman & Company's QVAL Position: Q2 2025 in Review

Bowman & Company sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q2 2025, closing a stake of 63,689 shares — an estimated $2.72M sold.

Bowman & Company first reported a position in QVAL in Q1 2024 and held it in 5 quarters. The position peaked at $2.92M in Q3 2024. 58 funds tracked by Wall St. Rank hold QVAL as of Q2 2025.

Bowman & Company reported no remaining Alpha Architect US Quantitative Value ETF position as of Q2 2025 after selling out during the quarter.
Bowman & Company sold 63,689 Alpha Architect US Quantitative Value ETF shares in Q2 2025, an estimated $2.72M.
Bowman & Company first reported a position in Alpha Architect US Quantitative Value ETF in Q1 2024 and held it in 5 quarters.
Bowman & Company's Alpha Architect US Quantitative Value ETF position peaked at $2.92M in Q3 2024.
58 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q2 2025.

Based on Bowman & Company's 13F filing for Q2 2025, filed 9 Jul 2025.