Cerity Partners
AAEQ

Cerity Partners’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

Cerity Partners’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$436K Hold
9,378
– – ﹤0.01% 2370
2025
Q4 		$463K Buy
+9,378
New +$466K ﹤0.01% 2158

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $435M AUM 16.48% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return

Cerity Partners's AAEQ Position: Q1 2026 in Review

Cerity Partners held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q1 2026 at 9,378 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Cerity Partners first reported a position in AAEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $463K in Q4 2025. 41 funds tracked by Wall St. Rank hold AAEQ as of Q1 2026.

  • Cerity Partners held 9,378 shares of Alpha Architect US Equity 2 ETF worth $436K as of Q1 2026.
  • Cerity Partners left its Alpha Architect US Equity 2 ETF share count unchanged in Q1 2026.
  • Alpha Architect US Equity 2 ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2370 holding.
  • Cerity Partners first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • Cerity Partners's Alpha Architect US Equity 2 ETF position peaked at $463K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.