True Wealth Design’s Avantis U.S. Quality ETF AVUQ Stock Holding History

True Wealth Design’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 Q3	$1.69M	Sell	24,857 -2,064	-8%	-$138K	0.4%	20
2026 Q2	$1.78M	Sell	26,921 -920	-3%	-$59.1K	0.42%	20
2026 Q1	$1.58M	Buy	27,841 +4,689	+20%	+$279K	0.44%	20
2025 Q4	$1.39M	Sell	23,152 -3,458	-13%	-$207K	0.41%	21
2025 Q3	$1.58M	Sell	26,610 -2,202	-8%	-$125K	0.48%	20
2025 Q2	$1.56M	Buy	+28,812	New	+$1.43M	0.55%	19

Other funds holding AVUQ

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Torren Management San Diego, California $201M AUM 16.25% 1-Year Est. Return

TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

True Wealth Design's AVUQ Position: Q3 2026 in Review

True Wealth Design reduced its Avantis U.S. Quality ETF (AVUQ) stake by 7.7% in Q3 2026, selling an estimated $138K and leaving 24,857 shares worth $1.69M. The position accounts for 0.4% of the portfolio, ranked #20.

True Wealth Design first reported a position in AVUQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.78M in Q2 2026. 19 funds tracked by Wall St. Rank hold AVUQ as of Q3 2026.

True Wealth Design held 24,857 shares of Avantis U.S. Quality ETF worth $1.69M as of Q3 2026.
True Wealth Design sold 2,064 Avantis U.S. Quality ETF shares in Q3 2026, an estimated $138K.
Avantis U.S. Quality ETF made up 0.4% of True Wealth Design's portfolio in Q3 2026, its #20 holding.
True Wealth Design first reported a position in Avantis U.S. Quality ETF in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's Avantis U.S. Quality ETF position peaked at $1.78M in Q2 2026.
19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.