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Kooman & Associates’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Kooman & Associates’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 		$16.3M Buy
239,810
+8,383
+4% +$559K 4.34% 6
2026
Q2 		$15.3M Buy
+231,427
New +$14.9M 4.1% 6

Other funds holding AVUQ

Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 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
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
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
GEM Asset Management
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

Kooman & Associates's AVUQ Position: Q3 2026 in Review

Kooman & Associates increased its Avantis U.S. Quality ETF (AVUQ) stake by 3.6% in Q3 2026, buying an estimated $559K and bringing the position to 239,810 shares worth $16.3M. The position accounts for 4.34% of the portfolio, ranked #6.

Kooman & Associates first reported a position in AVUQ in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold AVUQ as of Q3 2026.

  • Kooman & Associates held 239,810 shares of Avantis U.S. Quality ETF worth $16.3M as of Q3 2026.
  • Kooman & Associates bought 8,383 Avantis U.S. Quality ETF shares in Q3 2026, an estimated $559K.
  • Avantis U.S. Quality ETF made up 4.34% of Kooman & Associates's portfolio in Q3 2026, its #6 holding.
  • Kooman & Associates first reported a position in Avantis U.S. Quality ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q3 2026.

Based on Kooman & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.