LFGO
AVUQ

Legacy Financial Group (Oklahoma)’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Legacy Financial Group (Oklahoma)’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
Q2 		$917K Buy
13,899
+189
+1% +$12.1K 0.21% 45
2026
Q1 		$778K Buy
13,710
+1,738
+15% +$104K 0.21% 43
2025
Q4 		$720K Buy
11,972
+1,070
+10% +$64.2K 0.19% 44
2025
Q3 		$647K Buy
10,902
+3,324
+44% +$189K 0.18% 46
2025
Q2 		$410K Buy
+7,578
New +$376K 0.12% 53

Other funds holding AVUQ

BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s AVUQ Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Avantis U.S. Quality ETF (AVUQ) stake by 1.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 13,899 shares worth $917K. The position accounts for 0.21% of the portfolio, ranked #45.

Legacy Financial Group (Oklahoma) first reported a position in AVUQ in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold AVUQ as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 13,899 shares of Avantis U.S. Quality ETF worth $917K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 189 Avantis U.S. Quality ETF shares in Q2 2026, an estimated $12.1K.
  • Avantis U.S. Quality ETF made up 0.21% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #45 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Avantis U.S. Quality ETF in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.