EFP
AVUQ

EnRich Financial Partners’s Avantis U.S. Quality ETF AVUQ Stock Holding History

EnRich Financial Partners’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 		$6.84M Buy
103,685
+61,104
+144% +$3.92M 1.63% 20
2026
Q1 		$2.42M Buy
42,581
+35,984
+545% +$2.14M 0.64% 21
2025
Q4 		$397K Buy
+6,597
New +$396K 0.11% 43

Other funds holding AVUQ

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
TAWM
Three Arch Wealth Management Irvine, California $652M AUM

EnRich Financial Partners's AVUQ Position: Q2 2026 in Review

EnRich Financial Partners increased its Avantis U.S. Quality ETF (AVUQ) stake by 144% in Q2 2026, buying an estimated $3.92M and bringing the position to 103,685 shares worth $6.84M. The position accounts for 1.63% of the portfolio, ranked #20.

EnRich Financial Partners first reported a position in AVUQ in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold AVUQ as of Q2 2026.

  • EnRich Financial Partners held 103,685 shares of Avantis U.S. Quality ETF worth $6.84M as of Q2 2026.
  • EnRich Financial Partners bought 61,104 Avantis U.S. Quality ETF shares in Q2 2026, an estimated $3.92M.
  • Avantis U.S. Quality ETF made up 1.63% of EnRich Financial Partners's portfolio in Q2 2026, its #20 holding.
  • EnRich Financial Partners first reported a position in Avantis U.S. Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.