Ethos Financial Group
AAEQ icon

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
Q3 		$4.39M Hold
80,056
– – 0.23% 97
2026
Q2 		$4.16M Sell
80,056
-20,399
-20% -$1.06M 0.28% 79
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

Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
Everest Management Corp
Everest Management Corp Cupertino, California $307M AUM 22.74% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
JPL Wealth Management
JPL Wealth Management Highlands Ranch, Colorado $404M AUM 17.8% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Flatrock Wealth Partners
Flatrock Wealth Partners Newport Beach, California $292M AUM 26.93% 1-Year Est. Return
Seed Wealth Management
Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return
Soundwatch Capital
Soundwatch Capital Rowayton, Connecticut $911M AUM 15.27% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Ethos Financial Group's AAEQ Position: Q3 2026 in Review

Ethos Financial Group held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q3 2026 at 80,056 shares worth $4.39M. The position accounts for 0.23% of the portfolio, ranked #97.

Ethos Financial Group first reported a position in AAEQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.96M in Q4 2025. 39 funds tracked by Wall St. Rank hold AAEQ as of Q3 2026.

  • Ethos Financial Group held 80,056 shares of Alpha Architect US Equity 2 ETF worth $4.39M as of Q3 2026.
  • Ethos Financial Group left its Alpha Architect US Equity 2 ETF share count unchanged in Q3 2026.
  • Alpha Architect US Equity 2 ETF made up 0.23% of Ethos Financial Group's portfolio in Q3 2026, its #97 holding.
  • Ethos Financial Group first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 4 quarters since.
  • Ethos Financial Group's Alpha Architect US Equity 2 ETF position peaked at $4.96M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q3 2026.

Based on Ethos Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.