OCM
AVUQ

Orion Capital Management’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Orion Capital Management’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 		$1.14K Hold
20
– – ﹤0.01% 459
2025
Q4 		$1.2K Buy
+20
New +$1.2K ﹤0.01% 476

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 $652M 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 $1.34B AUM 16.05% 1-Year Est. Return

Orion Capital Management's AVUQ Position: Q1 2026 in Review

Orion Capital Management held its Avantis U.S. Quality ETF (AVUQ) position steady in Q1 2026 at 20 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Orion Capital Management first reported a position in AVUQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.2K in Q4 2025. 19 funds tracked by Wall St. Rank hold AVUQ as of Q1 2026.

  • Orion Capital Management held 20 shares of Avantis U.S. Quality ETF worth $1.14K as of Q1 2026.
  • Orion Capital Management left its Avantis U.S. Quality ETF share count unchanged in Q1 2026.
  • Avantis U.S. Quality ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q1 2026, its #459 holding.
  • Orion Capital Management first reported a position in Avantis U.S. Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • Orion Capital Management's Avantis U.S. Quality ETF position peaked at $1.2K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.