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

Evanson Financial’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 Q3	$201K	Buy	+2,959	New	+$197K	0.01%	308

Other funds holding AVUQ

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

LFGO

Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

Lauterbach Financial Advisors El Paso, Texas $235M AUM 18.62% 1-Year Est. Return

Evanson Financial's AVUQ Position: Q3 2026 in Review

Evanson Financial opened a new position in Avantis U.S. Quality ETF (AVUQ) in Q3 2026: 2,959 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

12 funds tracked by Wall St. Rank hold AVUQ as of Q3 2026.

Evanson Financial held 2,959 shares of Avantis U.S. Quality ETF worth $201K as of Q3 2026.
Avantis U.S. Quality ETF was a new Evanson Financial position in Q3 2026.
Avantis U.S. Quality ETF made up 0.01% of Evanson Financial's portfolio in Q3 2026, its #308 holding.
12 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q3 2026.

Based on Evanson Financial's 13F filing for Q3 2026, filed 23 Oct 2026.