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QVALQVAL
13 quarters

Position history for WAWaverly Advisors, LLC's holdings in EA SERIES TRUST

Waverly Advisors, LLC holds 208,210 shares of QVAL (EA SERIES TRUST), worth $11.5M as of 2026-Q2. The position was decreased (-0.3% shares). QVAL represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$11.5M

Current Shares

208,210

Total Value Change

+$4.7M

Total Shares Change

+11,532

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
208,210
-0.3%
$11.5M0.1%$55.45
0
2026-Q1
Increased
208,749
+0.9%
$10.9M0.1%$52.54
28
2025-Q4
Decreased
206,842
-2.0%
$10.1M0.1%$49.13
0
2025-Q3
Decreased
211,013
-1.0%
$9.8M0.1%$46.38
0
2025-Q2
Decreased
213,222
-1.8%
$9.4M0.1%$43.66
0
2025-Q1
Decreased
217,075
-0.4%
$9.3M0.1%$41.92
0
2024-Q4
Increased
218,032
+3.0%
$9.7M0.2%$43.84
34
2024-Q3
Increased
211,676
+0.8%
$9.8M0.2%$45.29
33
2024-Q2
Decreased
210,014
-0.0%
$9M0.2%$41.88
0
2024-Q1
Increased
210,025
+1.1%
$9.4M0.2%$43.63
33
2023-Q4
Increased
207,779
+4.5%
$8.4M0.3%$39.18
34
2023-Q3
Increased
198,820
+1.1%
$7.4M0.3%$35.74
33
2023-Q2
New
196,678
-
$6.8M0.3%$33.01
45

Other major holders of QVAL: Empowered Funds, LLC

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