Downshift Financial’s Alpha Architect US Equity 3 ETF AAUA Stock Holding History

Downshift Financial’s Portfolio AAUA Stock Details AAUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.01M	Buy	+35,307	New	+$1.94M	0.9%	21

Other funds holding AAUA

Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return

Downshift Financial's AAUA Position: Q2 2026 in Review

Downshift Financial opened a new position in Alpha Architect US Equity 3 ETF (AAUA) in Q2 2026: 35,307 shares worth $2.01M. The stake represents 0.9% of the portfolio and ranks #21 among its holdings.

41 funds tracked by Wall St. Rank hold AAUA as of Q2 2026.

Downshift Financial held 35,307 shares of Alpha Architect US Equity 3 ETF worth $2.01M as of Q2 2026.
Alpha Architect US Equity 3 ETF was a new Downshift Financial position in Q2 2026.
Alpha Architect US Equity 3 ETF made up 0.9% of Downshift Financial's portfolio in Q2 2026, its #21 holding.
41 funds tracked by Wall St. Rank held Alpha Architect US Equity 3 ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.