LPL Financial
AVUQ icon

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

LPL Financial’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 		$6.99M Buy
103,119
+97,074
+1,606% +$6.47M ﹤0.01% 2522
2026
Q2 		$399K Buy
+6,045
New +$388K ﹤0.01% 5227
2026
Q1 		– Sell
-4,278
Closed -$257K – 6195
2025
Q4 		$257K Sell
4,278
-28,570
-87% -$1.71M ﹤0.01% 5265
2025
Q3 		$1.95M Buy
+32,848
New +$1.86M ﹤0.01% 3337

Other funds holding AVUQ

BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 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
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

LPL Financial's AVUQ Position: Q3 2026 in Review

LPL Financial increased its Avantis U.S. Quality ETF (AVUQ) stake by 1,606% in Q3 2026, buying an estimated $6.47M and bringing the position to 103,119 shares worth $6.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

LPL Financial first reported a position in AVUQ in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold AVUQ as of Q3 2026.

  • LPL Financial held 103,119 shares of Avantis U.S. Quality ETF worth $6.99M as of Q3 2026.
  • LPL Financial bought 97,074 Avantis U.S. Quality ETF shares in Q3 2026, an estimated $6.47M.
  • Avantis U.S. Quality ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2522 holding.
  • LPL Financial first reported a position in Avantis U.S. Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.