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Steward Partners Investment Advisory’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Steward Partners Investment Advisory’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Hold
200
– – ﹤0.01% 3539
2025
Q4 		$9.76K Hold
200
– – ﹤0.01% 3455
2025
Q3 		$9.33K Hold
200
– – ﹤0.01% 3432
2025
Q2 		$8.8K Hold
200
– – ﹤0.01% 3269
2025
Q1 		$8.53K Hold
200
– – ﹤0.01% 3163
2024
Q4 		$8.93K Buy
200
+100
+100% +$4.59K ﹤0.01% 3141
2024
Q3 		$4.61K Hold
100
– – ﹤0.01% 3212
2024
Q2 		$4.29K Hold
100
– – ﹤0.01% 3096
2024
Q1 		$4.49K Hold
100
– – ﹤0.01% 3078
2023
Q4 		$4.05K Hold
100
– – ﹤0.01% 3037
2023
Q3 		$3.71K Hold
100
– – ﹤0.01% 2921
2023
Q2 		$3.46K Hold
100
– – ﹤0.01% 2910
2023
Q1 		$3.38K Hold
100
– – ﹤0.01% 2907
2022
Q4 		$3.22K Buy
+100
New +$3.35K ﹤0.01% 2911
2021
Q2 		– Sell
-32
Closed -$1.05K – 7337
2021
Q1 		$1.05K Hold
32
– – ﹤0.01% 3308
2020
Q4 		$1K Hold
32
– – ﹤0.01% 2805
2020
Q3 		$1K Hold
32
– – ﹤0.01% 2681
2020
Q2 		$1K Buy
32
+1
+3% +$21 ﹤0.01% 2600
2020
Q1 		$0 Hold
31
– – ﹤0.01% 2660
2019
Q4 		$0 Hold
31
– – ﹤0.01% 2710
2019
Q3 		$0 Buy
+31
New +$854 ﹤0.01% 2734

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's QVAL Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Alpha Architect US Quantitative Value ETF (QVAL) position steady in Q1 2026 at 200 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

Steward Partners Investment Advisory first reported a position in QVAL in Q3 2019 and has held it in 21 quarters since. 65 funds tracked by Wall St. Rank hold QVAL as of Q1 2026.

  • Steward Partners Investment Advisory held 200 shares of Alpha Architect US Quantitative Value ETF worth $10.4K as of Q1 2026.
  • Steward Partners Investment Advisory left its Alpha Architect US Quantitative Value ETF share count unchanged in Q1 2026.
  • Alpha Architect US Quantitative Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3539 holding.
  • Steward Partners Investment Advisory first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2019 and has held it in 21 quarters since.
  • 65 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.