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
Q1 		$1.05M Buy
+18,500
New +$1.1M 0.09% 125

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 $556M 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
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $429M AUM 21.51% 1-Year Est. Return

Tortoise Investment Management's AVUQ Position: Q1 2026 in Review

Tortoise Investment Management opened a new position in Avantis U.S. Quality ETF (AVUQ) in Q1 2026: 18,500 shares worth $1.05M. The stake represents 0.09% of the portfolio and ranks #125 among its holdings.

19 funds tracked by Wall St. Rank hold AVUQ as of Q1 2026.

  • Tortoise Investment Management held 18,500 shares of Avantis U.S. Quality ETF worth $1.05M as of Q1 2026.
  • Avantis U.S. Quality ETF was a new Tortoise Investment Management position in Q1 2026.
  • Avantis U.S. Quality ETF made up 0.09% of Tortoise Investment Management's portfolio in Q1 2026, its #125 holding.
  • 19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.