TIM
AVUQ

Tortoise Investment Management’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Tortoise Investment 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 		$1.22M Hold
18,500
– – 0.09% 125
2026
Q1 		$1.05M Buy
+18,500
New +$1.1M 0.09% 125

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

Tortoise Investment Management's AVUQ Position: Q2 2026 in Review

Tortoise Investment Management held its Avantis U.S. Quality ETF (AVUQ) position steady in Q2 2026 at 18,500 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #125.

Tortoise Investment Management first reported a position in AVUQ in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold AVUQ as of Q2 2026.

  • Tortoise Investment Management held 18,500 shares of Avantis U.S. Quality ETF worth $1.22M as of Q2 2026.
  • Tortoise Investment Management left its Avantis U.S. Quality ETF share count unchanged in Q2 2026.
  • Avantis U.S. Quality ETF made up 0.09% of Tortoise Investment Management's portfolio in Q2 2026, its #125 holding.
  • Tortoise Investment Management first reported a position in Avantis U.S. Quality ETF in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.