EFG
AAEQ

Ethos Financial Group’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

Ethos Financial Group’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 		$4.67M Hold
100,455
– – 0.34% 67
2025
Q4 		$4.96M Buy
+100,455
New +$4.99M 0.37% 68

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 $197M AUM 26.63% 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 $4.48B AUM 13.76% 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
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 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
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Ethos Financial Group's AAEQ Position: Q1 2026 in Review

Ethos Financial Group held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q1 2026 at 100,455 shares worth $4.67M. The position accounts for 0.34% of the portfolio, ranked #67.

Ethos Financial Group first reported a position in AAEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.96M in Q4 2025. 41 funds tracked by Wall St. Rank hold AAEQ as of Q1 2026.

  • Ethos Financial Group held 100,455 shares of Alpha Architect US Equity 2 ETF worth $4.67M as of Q1 2026.
  • Ethos Financial Group left its Alpha Architect US Equity 2 ETF share count unchanged in Q1 2026.
  • Alpha Architect US Equity 2 ETF made up 0.34% of Ethos Financial Group's portfolio in Q1 2026, its #67 holding.
  • Ethos Financial Group first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • Ethos Financial Group's Alpha Architect US Equity 2 ETF position peaked at $4.96M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.