XY Planning Network
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XY Planning Network’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

XY Planning Network’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$362K Hold
6,605
– – 0.04% 286
2026
Q2 		$351K Sell
6,605
-1,896
-22% -$98.1K 0.04% 268
2026
Q1 		$398K Hold
8,501
– – 0.06% 201
2025
Q4 		$419K Buy
+8,501
New +$422K 0.07% 184

Other funds holding AAEQ

Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
Seed Wealth Management
Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Sherman Wealth Management
Sherman Wealth Management Gaithersburg, Maryland $141M AUM 16.41% 1-Year Est. Return
Continuum Wealth Advisors
Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

XY Planning Network's AAEQ Position: Q3 2026 in Review

XY Planning Network held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q3 2026 at 6,605 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #286.

XY Planning Network first reported a position in AAEQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $419K in Q4 2025. 12 funds tracked by Wall St. Rank hold AAEQ as of Q3 2026.

  • XY Planning Network held 6,605 shares of Alpha Architect US Equity 2 ETF worth $362K as of Q3 2026.
  • XY Planning Network left its Alpha Architect US Equity 2 ETF share count unchanged in Q3 2026.
  • Alpha Architect US Equity 2 ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #286 holding.
  • XY Planning Network first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's Alpha Architect US Equity 2 ETF position peaked at $419K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.