XY Planning Network’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

XY Planning Network’s Portfolio QVAL Stock Details QVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Sell	21,920 -2,925	-12%	-$160K	0.15%	125
2026 Q1	$1.3M	Buy	24,845 +499	+2%	+$25.9K	0.21%	108
2025 Q4	$1.19M	Buy	24,346 +2,719	+13%	+$129K	0.21%	111
2025 Q3	$952K	Hold	21,627	–	–	0.32%	74
2025 Q2	$952K	Buy	21,627 +8,893	+70%	+$378K	0.32%	74
2025 Q1	$543K	Buy	+12,734	New	+$567K	0.36%	61

Other funds holding QVAL

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

SPW

Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM

ODA

One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

XY Planning Network's QVAL Position: Q2 2026 in Review

XY Planning Network reduced its Alpha Architect US Quantitative Value ETF (QVAL) stake by 12% in Q2 2026, selling an estimated $160K and leaving 21,920 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #125.

XY Planning Network first reported a position in QVAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.3M in Q1 2026. 64 funds tracked by Wall St. Rank hold QVAL as of Q2 2026.

XY Planning Network held 21,920 shares of Alpha Architect US Quantitative Value ETF worth $1.22M as of Q2 2026.
XY Planning Network sold 2,925 Alpha Architect US Quantitative Value ETF shares in Q2 2026, an estimated $160K.
Alpha Architect US Quantitative Value ETF made up 0.15% of XY Planning Network's portfolio in Q2 2026, its #125 holding.
XY Planning Network first reported a position in Alpha Architect US Quantitative Value ETF in Q1 2025 and has held it in 6 quarters since.
XY Planning Network's Alpha Architect US Quantitative Value ETF position peaked at $1.3M in Q1 2026.
64 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.