TAWM
AVUQ

Three Arch Wealth Management’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Three Arch Wealth 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
Q2 		$3.82M Sell
57,916
-83
-0.1% -$5.33K 0.59% 24
2026
Q1 		$3.29M Hold
57,999
– – 0.59% 24
2025
Q4 		$3.49M Buy
+57,999
New +$3.48M 0.65% 24

Other funds holding AVUQ

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

Three Arch Wealth Management's AVUQ Position: Q2 2026 in Review

Three Arch Wealth Management reduced its Avantis U.S. Quality ETF (AVUQ) stake by 0.14% in Q2 2026, selling an estimated $5.33K and leaving 57,916 shares worth $3.82M. The position accounts for 0.59% of the portfolio, ranked #24.

Three Arch Wealth Management first reported a position in AVUQ in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold AVUQ as of Q2 2026.

  • Three Arch Wealth Management held 57,916 shares of Avantis U.S. Quality ETF worth $3.82M as of Q2 2026.
  • Three Arch Wealth Management sold 83 Avantis U.S. Quality ETF shares in Q2 2026, an estimated $5.33K.
  • Avantis U.S. Quality ETF made up 0.59% of Three Arch Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Three Arch Wealth Management first reported a position in Avantis U.S. Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q2 2026.

Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.