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Householder Group Estate & Retirement Specialist’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-55
Closed -$2K – 1037
2024
Q3 		$2K Buy
+55
New +$2.42K ﹤0.01% 1054

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
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's QVAL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q4 2024, closing a stake of 55 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in QVAL in Q3 2024 and held it in 1 quarter. The position peaked at $2K in Q3 2024. 64 funds tracked by Wall St. Rank hold QVAL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Alpha Architect US Quantitative Value ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 55 Alpha Architect US Quantitative Value ETF shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Alpha Architect US Quantitative Value ETF position peaked at $2K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.