IAA
AAVM

Independent Advisor Alliance’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Independent Advisor Alliance’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 		$255K Buy
+8,142
New +$260K ﹤0.01% 1399

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
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 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

Independent Advisor Alliance's AAVM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q1 2026: 8,142 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings.

8 funds tracked by Wall St. Rank hold AAVM as of Q1 2026.

  • Independent Advisor Alliance held 8,142 shares of EA Series Trust Alpha Architect Global Factor Equity ETF worth $255K as of Q1 2026.
  • EA Series Trust Alpha Architect Global Factor Equity ETF was a new Independent Advisor Alliance position in Q1 2026.
  • EA Series Trust Alpha Architect Global Factor Equity ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1399 holding.
  • 8 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.