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Advisors Preferred’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Advisors Preferred’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,596
Closed -$157K – 309
2026
Q1 		$157K Buy
+3,596
New +$160K 0.02% 186

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Advisors Preferred's SMMV Position: Q2 2026 in Review

Advisors Preferred sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026, closing a stake of 3,596 shares — an estimated $157K sold.

Advisors Preferred first reported a position in SMMV in Q1 2026 and held it in 1 quarter. The position peaked at $157K in Q1 2026. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Advisors Preferred reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Advisors Preferred sold 3,596 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $157K.
  • Advisors Preferred first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2026 and held it in 1 quarter.
  • Advisors Preferred's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $157K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Advisors Preferred's 13F filing for Q2 2026, filed 11 Aug 2026.