TFA
AVUQ

TrustWell Financial Advisors’s Avantis U.S. Quality ETF AVUQ Stock Holding History

TrustWell Financial Advisors’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 		$9.56M Sell
144,823
-12,047
-8% -$773K 8.11% 4
2026
Q1 		$8.9M Buy
156,870
+17,414
+12% +$1.04M 8.37% 4
2025
Q4 		$8.39M Buy
+139,456
New +$8.36M 8.11% 5

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
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM

TrustWell Financial Advisors's AVUQ Position: Q2 2026 in Review

TrustWell Financial Advisors reduced its Avantis U.S. Quality ETF (AVUQ) stake by 7.7% in Q2 2026, selling an estimated $773K and leaving 144,823 shares worth $9.56M. The position accounts for 8.11% of the portfolio, ranked #4.

TrustWell Financial Advisors 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.

  • TrustWell Financial Advisors held 144,823 shares of Avantis U.S. Quality ETF worth $9.56M as of Q2 2026.
  • TrustWell Financial Advisors sold 12,047 Avantis U.S. Quality ETF shares in Q2 2026, an estimated $773K.
  • Avantis U.S. Quality ETF made up 8.11% of TrustWell Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • TrustWell Financial Advisors 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 TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.