AAG
QLV icon

Armstrong Advisory Group’s Northern Trust US Quality Low Volatility ETF QLV Stock Holding History

Armstrong Advisory Group’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
2024
Q3 		– Sell
-420
Closed -$26.2K – 825
2024
Q2 		$26.2K Hold
420
– – ﹤0.01% 450
2024
Q1 		$23.6K Hold
420
– – ﹤0.01% 453
2023
Q4 		$23.6K Buy
+420
New +$22.5K ﹤0.01% 453

Other funds holding QLV

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Armstrong Advisory Group's QLV Position: Q3 2024 in Review

Armstrong Advisory Group sold out of Northern Trust US Quality Low Volatility ETF (QLV) in Q3 2024, closing a stake of 420 shares — an estimated $26.2K sold.

Armstrong Advisory Group first reported a position in QLV in Q4 2023 and held it in 3 quarters. The position peaked at $26.2K in Q2 2024. 25 funds tracked by Wall St. Rank hold QLV as of Q3 2024.

  • Armstrong Advisory Group reported no remaining Northern Trust US Quality Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Armstrong Advisory Group sold 420 Northern Trust US Quality Low Volatility ETF shares in Q3 2024, an estimated $26.2K.
  • Armstrong Advisory Group first reported a position in Northern Trust US Quality Low Volatility ETF in Q4 2023 and held it in 3 quarters.
  • Armstrong Advisory Group's Northern Trust US Quality Low Volatility ETF position peaked at $26.2K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Northern Trust US Quality Low Volatility ETF as of Q3 2024.

Based on Armstrong Advisory Group's 13F filing for Q3 2024, filed 11 Oct 2024.