GS
AAVM

GWN Securities’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

GWN Securities’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$307K Buy
9,797
+107
+1% +$3.41K 0.06% 360
2025
Q4 		$286K Buy
+9,690
New +$283K 0.06% 343
2025
Q3 		– Sell
-9,797
Closed -$266K – 456
2025
Q2 		$266K Sell
9,797
-135
-1% -$3.41K 0.05% 324
2025
Q1 		$244K Buy
+9,932
New +$252K 0.01% 633

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWN Securities's AAVM Position: Q1 2026 in Review

GWN Securities increased its EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) stake by 1.1% in Q1 2026, buying an estimated $3.41K and bringing the position to 9,797 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #360.

GWN Securities first reported a position in AAVM in Q1 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold AAVM as of Q1 2026.

  • GWN Securities held 9,797 shares of EA Series Trust Alpha Architect Global Factor Equity ETF worth $307K as of Q1 2026.
  • GWN Securities bought 107 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q1 2026, an estimated $3.41K.
  • EA Series Trust Alpha Architect Global Factor Equity ETF made up 0.06% of GWN Securities's portfolio in Q1 2026, its #360 holding.
  • GWN Securities first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.