AE Wealth Management
LOWV icon

AE Wealth Management’s AB US Low Volatility Equity ETF LOWV Stock Holding History

AE Wealth Management’s Portfolio LOWV Stock Details LOWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$135K Sell
1,699
-186
-10% -$14.7K ﹤0.01% 1829
2026
Q1 		$139K Buy
+1,885
New +$146K ﹤0.01% 1700

Other funds holding LOWV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Intrepid Financial Planning Group
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Rubicon Advisors
Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.06B AUM 26.29% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AE Wealth Management's LOWV Position: Q2 2026 in Review

AE Wealth Management reduced its AB US Low Volatility Equity ETF (LOWV) stake by 9.9% in Q2 2026, selling an estimated $14.7K and leaving 1,699 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

AE Wealth Management first reported a position in LOWV in Q1 2026 and has held it in 2 quarters since. The position peaked at $139K in Q1 2026. 19 funds tracked by Wall St. Rank hold LOWV as of Q2 2026.

  • AE Wealth Management held 1,699 shares of AB US Low Volatility Equity ETF worth $135K as of Q2 2026.
  • AE Wealth Management sold 186 AB US Low Volatility Equity ETF shares in Q2 2026, an estimated $14.7K.
  • AB US Low Volatility Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1829 holding.
  • AE Wealth Management first reported a position in AB US Low Volatility Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's AB US Low Volatility Equity ETF position peaked at $139K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.