Herold Advisors
AVUQ icon

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
Q3 		$930K Buy
13,722
+196
+1% +$13.1K 0.18% 128
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 $1.03B AUM 9.27% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Torren Management
Torren Management San Diego, California $201M AUM 16.25% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
EnRich Financial Partners
EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Herold Advisors's AVUQ Position: Q3 2026 in Review

Herold Advisors increased its Avantis U.S. Quality ETF (AVUQ) stake by 1.4% in Q3 2026, buying an estimated $13.1K and bringing the position to 13,722 shares worth $930K. 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 6 quarters since. 19 funds tracked by Wall St. Rank hold AVUQ as of Q3 2026.

  • Herold Advisors held 13,722 shares of Avantis U.S. Quality ETF worth $930K as of Q3 2026.
  • Herold Advisors bought 196 Avantis U.S. Quality ETF shares in Q3 2026, an estimated $13.1K.
  • Avantis U.S. Quality ETF made up 0.18% of Herold Advisors's portfolio in Q3 2026, its #128 holding.
  • Herold Advisors first reported a position in Avantis U.S. Quality ETF in Q2 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.