AWM
QTAC

Axxcess Wealth Management’s Q3 All-Season Tactical Advantage ETF QTAC Stock Holding History

Axxcess Wealth Management’s Portfolio QTAC Stock Details QTAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$659K Buy
25,883
+7,071
+38% +$170K 0.01% 635
2026
Q1 		$432K Sell
18,812
-13
-0.1% -$321 0.01% 311
2025
Q4 		$476K Buy
+18,825
New +$479K 0.01% 716

Other funds holding QTAC

QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Axxcess Wealth Management's QTAC Position: Q2 2026 in Review

Axxcess Wealth Management increased its Q3 All-Season Tactical Advantage ETF (QTAC) stake by 38% in Q2 2026, buying an estimated $170K and bringing the position to 25,883 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #635.

Axxcess Wealth Management first reported a position in QTAC in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold QTAC as of Q2 2026.

  • Axxcess Wealth Management held 25,883 shares of Q3 All-Season Tactical Advantage ETF worth $659K as of Q2 2026.
  • Axxcess Wealth Management bought 7,071 Q3 All-Season Tactical Advantage ETF shares in Q2 2026, an estimated $170K.
  • Q3 All-Season Tactical Advantage ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #635 holding.
  • Axxcess Wealth Management first reported a position in Q3 All-Season Tactical Advantage ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Q3 All-Season Tactical Advantage ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.