MHS
AAEQ

M Holdings Securities’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

M Holdings Securities’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-30,463
Closed -$1.42M – 297
2026
Q1 		$1.42M Sell
30,463
-12,125
-28% -$589K 0.1% 165
2025
Q4 		$2.1M Buy
+42,588
New +$2.12M 0.15% 123

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $901M AUM 21.69% 1-Year Est. Return

M Holdings Securities's AAEQ Position: Q2 2026 in Review

M Holdings Securities sold out of Alpha Architect US Equity 2 ETF (AAEQ) in Q2 2026, closing a stake of 30,463 shares — an estimated $1.42M sold.

M Holdings Securities first reported a position in AAEQ in Q4 2025 and held it in 2 quarters. The position peaked at $2.1M in Q4 2025. 42 funds tracked by Wall St. Rank hold AAEQ as of Q2 2026.

  • M Holdings Securities reported no remaining Alpha Architect US Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 30,463 Alpha Architect US Equity 2 ETF shares in Q2 2026, an estimated $1.42M.
  • M Holdings Securities first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and held it in 2 quarters.
  • M Holdings Securities's Alpha Architect US Equity 2 ETF position peaked at $2.1M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.