Commonwealth Equity Services
QVAL icon

Commonwealth Equity Services’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Commonwealth Equity 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
2026
Q1 		$339K Hold
6,500
– – ﹤0.01% 3562
2025
Q4 		$317K Buy
+6,500
New +$308K ﹤0.01% 3608

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VFG
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BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services's QVAL Position: Q1 2026 in Review

Commonwealth Equity Services held its Alpha Architect US Quantitative Value ETF (QVAL) position steady in Q1 2026 at 6,500 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Commonwealth Equity Services first reported a position in QVAL in Q4 2025 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold QVAL as of Q1 2026.

  • Commonwealth Equity Services held 6,500 shares of Alpha Architect US Quantitative Value ETF worth $339K as of Q1 2026.
  • Commonwealth Equity Services left its Alpha Architect US Quantitative Value ETF share count unchanged in Q1 2026.
  • Alpha Architect US Quantitative Value ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3562 holding.
  • Commonwealth Equity Services first reported a position in Alpha Architect US Quantitative Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.