PWM
AAEQ

Perigon Wealth Management’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-7,502
Closed -$370K – 1423
2025
Q4 		$370K Buy
+7,502
New +$373K 0.01% 938

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 $18.9B AUM 18.9% 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 $435M AUM 16.48% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return

Perigon Wealth Management's AAEQ Position: Q1 2026 in Review

Perigon Wealth Management sold out of Alpha Architect US Equity 2 ETF (AAEQ) in Q1 2026, closing a stake of 7,502 shares — an estimated $370K sold.

Perigon Wealth Management first reported a position in AAEQ in Q4 2025 and held it in 1 quarter. The position peaked at $370K in Q4 2025. 41 funds tracked by Wall St. Rank hold AAEQ as of Q1 2026.

  • Perigon Wealth Management reported no remaining Alpha Architect US Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 7,502 Alpha Architect US Equity 2 ETF shares in Q1 2026, an estimated $370K.
  • Perigon Wealth Management first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Alpha Architect US Equity 2 ETF position peaked at $370K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.