Axxcess Wealth Management’s American Century Low Volatility ETF LVOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,529
Closed -$245K 935
2025
Q1
$245K Hold
4,529
0.01% 754
2024
Q4
$247K Sell
4,529
-778
-15% -$43K 0.01% 733
2024
Q3
$289K Buy
5,307
+129
+2% +$6.79K 0.01% 699
2024
Q2
$265K Buy
+5,178
New +$261K 0.01% 692

Axxcess Wealth Management's LVOL Position: Q2 2025 in Review

Axxcess Wealth Management sold out of American Century Low Volatility ETF (LVOL) in Q2 2025, closing a stake of 4,529 shares — an estimated $245K sold.

Axxcess Wealth Management first reported a position in LVOL in Q2 2024 and held it in 4 quarters. The position peaked at $289K in Q3 2024. 0 funds tracked by Wall St. Rank hold LVOL as of Q2 2025.

  • Axxcess Wealth Management reported no remaining American Century Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,529 American Century Low Volatility ETF shares in Q2 2025, an estimated $245K.
  • Axxcess Wealth Management first reported a position in American Century Low Volatility ETF in Q2 2024 and held it in 4 quarters.
  • Axxcess Wealth Management's American Century Low Volatility ETF position peaked at $289K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held American Century Low Volatility ETF as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.