AE Wealth Management’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

AE Wealth Management’s Portfolio QLV Stock Details QLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-39,264	Closed	-$1.97M	–	1979
2022 Q4	$1.97M	Sell	39,264 -14,938	-28%	-$746K	0.01%	752
2022 Q3	$2.51M	Buy	54,202 +10,440	+24%	+$526K	0.02%	627
2022 Q2	$2.15M	Buy	+43,762	New	+$2.26M	0.02%	645

Other funds holding QLV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $279M AUM 35.62% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AE Wealth Management's QLV Position: Q1 2023 in Review

AE Wealth Management sold out of FlexShares US Quality Low Volatility Index Fund (QLV) in Q1 2023, closing a stake of 39,264 shares — an estimated $1.97M sold.

AE Wealth Management first reported a position in QLV in Q2 2022 and held it in 3 quarters. The position peaked at $2.51M in Q3 2022. 26 funds tracked by Wall St. Rank hold QLV as of Q1 2023.

AE Wealth Management reported no remaining FlexShares US Quality Low Volatility Index Fund position as of Q1 2023 after selling out during the quarter.
AE Wealth Management sold 39,264 FlexShares US Quality Low Volatility Index Fund shares in Q1 2023, an estimated $1.97M.
AE Wealth Management first reported a position in FlexShares US Quality Low Volatility Index Fund in Q2 2022 and held it in 3 quarters.
AE Wealth Management's FlexShares US Quality Low Volatility Index Fund position peaked at $2.51M in Q3 2022.
26 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.