HA
AVUQ

Herold Advisors’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Herold Advisors’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
Q2 		$891K Buy
13,526
+2,887
+27% +$185K 0.18% 128
2026
Q1 		$604K Buy
10,639
+2,725
+34% +$162K 0.13% 156
2025
Q4 		$476K Buy
7,914
+429
+6% +$25.7K 0.11% 171
2025
Q3 		$444K Buy
7,485
+3,308
+79% +$188K 0.1% 169
2025
Q2 		$226K Buy
+4,177
New +$207K 0.05% 279

Other funds holding AVUQ

BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Herold Advisors's AVUQ Position: Q2 2026 in Review

Herold Advisors increased its Avantis U.S. Quality ETF (AVUQ) stake by 27% in Q2 2026, buying an estimated $185K and bringing the position to 13,526 shares worth $891K. The position accounts for 0.18% of the portfolio, ranked #128.

Herold Advisors first reported a position in AVUQ in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold AVUQ as of Q2 2026.

  • Herold Advisors held 13,526 shares of Avantis U.S. Quality ETF worth $891K as of Q2 2026.
  • Herold Advisors bought 2,887 Avantis U.S. Quality ETF shares in Q2 2026, an estimated $185K.
  • Avantis U.S. Quality ETF made up 0.18% of Herold Advisors's portfolio in Q2 2026, its #128 holding.
  • Herold Advisors first reported a position in Avantis U.S. Quality ETF in Q2 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.