Tripletail Wealth Management
AVUQ icon

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

Tripletail 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
2025
Q4 		– Sell
-415
Closed -$24.8K – 347
2025
Q3 		$24.8K Buy
+415
New +$23.6K 0.03% 201

Other funds holding AVUQ

Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Torren Management
Torren Management San Diego, California $201M AUM 16.25% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
EnRich Financial Partners
EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Tripletail Wealth Management's AVUQ Position: Q4 2025 in Review

Tripletail Wealth Management sold out of Avantis U.S. Quality ETF (AVUQ) in Q4 2025, closing a stake of 415 shares — an estimated $24.8K sold.

Tripletail Wealth Management first reported a position in AVUQ in Q3 2025 and held it in 1 quarter. The position peaked at $24.8K in Q3 2025. 16 funds tracked by Wall St. Rank hold AVUQ as of Q4 2025.

  • Tripletail Wealth Management reported no remaining Avantis U.S. Quality ETF position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 415 Avantis U.S. Quality ETF shares in Q4 2025, an estimated $24.8K.
  • Tripletail Wealth Management first reported a position in Avantis U.S. Quality ETF in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's Avantis U.S. Quality ETF position peaked at $24.8K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.