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Financial Advocates Investment Management’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Financial Advocates Investment Management’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,224
Closed -$802K – 465
2025
Q2 		$802K Sell
18,224
-1,871
-9% -$79.5K 0.07% 264
2025
Q1 		$857K Buy
20,095
+2,146
+12% +$95.5K 0.06% 311
2024
Q4 		$801K Buy
17,949
+126
+0.7% +$5.78K 0.05% 353
2024
Q3 		$822K Buy
17,823
+181
+1% +$7.95K 0.05% 343
2024
Q2 		$756K Sell
17,642
-524
-3% -$22.9K 0.05% 349
2024
Q1 		$816K Buy
18,166
+11
+0.1% +$456 0.05% 348
2023
Q4 		$735K Sell
18,155
-1,836
-9% -$68.7K 0.05% 351
2023
Q3 		$742K Sell
19,991
-228
-1% -$8.31K 0.05% 329
2023
Q2 		$700K Buy
20,219
+1,710
+9% +$56.7K 0.05% 331
2023
Q1 		$626K Buy
18,509
+1,584
+9% +$54.2K 0.05% 379
2022
Q4 		$544K Buy
16,925
+11,034
+187% +$369K 0.04% 430
2022
Q3 		$203K Sell
5,891
-10,030
-63% -$321K 0.02% 687
2022
Q2 		$476K Buy
15,921
+3,439
+28% +$119K 0.04% 408
2022
Q1 		$457K Buy
+12,482
New +$450K 0.03% 464
2021
Q4 		– Sell
-9,476
Closed -$324K – 805
2021
Q3 		$324K Buy
+9,476
New +$331K 0.02% 597
2020
Q4 		– Sell
-9,661
Closed -$236K – 740
2020
Q3 		$236K Sell
9,661
-104
-1% -$2.49K 0.02% 538
2020
Q2 		$219K Buy
+9,765
New +$204K 0.02% 539

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Financial Advocates Investment Management's QVAL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q3 2025, closing a stake of 18,224 shares — an estimated $802K sold.

Financial Advocates Investment Management first reported a position in QVAL in Q2 2020 and held it in 17 quarters. The position peaked at $857K in Q1 2025. 61 funds tracked by Wall St. Rank hold QVAL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Alpha Architect US Quantitative Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 18,224 Alpha Architect US Quantitative Value ETF shares in Q3 2025, an estimated $802K.
  • Financial Advocates Investment Management first reported a position in Alpha Architect US Quantitative Value ETF in Q2 2020 and held it in 17 quarters.
  • Financial Advocates Investment Management's Alpha Architect US Quantitative Value ETF position peaked at $857K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.