Jones Financial Companies
AVUQ

Jones Financial Companies’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-124
Closed -$7.46K – 4950
2025
Q4 		$7.46K Buy
+124
New +$7.44K ﹤0.01% 3348

Other funds holding AVUQ

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Jones Financial Companies's AVUQ Position: Q1 2026 in Review

Jones Financial Companies sold out of Avantis U.S. Quality ETF (AVUQ) in Q1 2026, closing a stake of 124 shares — an estimated $7.46K sold.

Jones Financial Companies first reported a position in AVUQ in Q4 2025 and held it in 1 quarter. The position peaked at $7.46K in Q4 2025. 19 funds tracked by Wall St. Rank hold AVUQ as of Q1 2026.

  • Jones Financial Companies reported no remaining Avantis U.S. Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 124 Avantis U.S. Quality ETF shares in Q1 2026, an estimated $7.46K.
  • Jones Financial Companies first reported a position in Avantis U.S. Quality ETF in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's Avantis U.S. Quality ETF position peaked at $7.46K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.