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Fortis Advisors’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Fortis Advisors’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
2023
Q2 		– Sell
-507
Closed -$17.2K – 212
2023
Q1 		$17.2K Hold
507
– – 0.01% 188
2022
Q4 		$16.3K Sell
507
-105
-17% -$3.51K 0.01% 187
2022
Q3 		$18K Hold
612
– – 0.01% 186
2022
Q2 		$18K Buy
+612
New +$21.2K 0.01% 203

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $228M AUM 36.65% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
EA Series Trust
EA Series Trust Newtown Square, Pennsylvania $2.84B AUM
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Fortis Advisors's QVAL Position: Q2 2023 in Review

Fortis Advisors sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q2 2023, closing a stake of 507 shares — an estimated $17.2K sold.

Fortis Advisors first reported a position in QVAL in Q2 2022 and held it in 4 quarters. The position peaked at $18K in Q3 2022. 42 funds tracked by Wall St. Rank hold QVAL as of Q2 2023.

  • Fortis Advisors reported no remaining Alpha Architect US Quantitative Value ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 507 Alpha Architect US Quantitative Value ETF shares in Q2 2023, an estimated $17.2K.
  • Fortis Advisors first reported a position in Alpha Architect US Quantitative Value ETF in Q2 2022 and held it in 4 quarters.
  • Fortis Advisors's Alpha Architect US Quantitative Value ETF position peaked at $18K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.