Axxcess Wealth Management
QTAC icon

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
Q3 		$629K Sell
24,701
-1,182
-5% -$28.6K 0.03% 491
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

Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Axxcess Wealth Management's QTAC Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Q3 All-Season Tactical Advantage ETF (QTAC) stake by 4.6% in Q3 2026, selling an estimated $28.6K and leaving 24,701 shares worth $629K. The position accounts for 0.03% of the portfolio, ranked #491.

Axxcess Wealth Management first reported a position in QTAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $659K in Q2 2026. 7 funds tracked by Wall St. Rank hold QTAC as of Q3 2026.

  • Axxcess Wealth Management held 24,701 shares of Q3 All-Season Tactical Advantage ETF worth $629K as of Q3 2026.
  • Axxcess Wealth Management sold 1,182 Q3 All-Season Tactical Advantage ETF shares in Q3 2026, an estimated $28.6K.
  • Q3 All-Season Tactical Advantage ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q3 2026, its #491 holding.
  • Axxcess Wealth Management first reported a position in Q3 All-Season Tactical Advantage ETF in Q4 2025 and has held it in 4 quarters since.
  • Axxcess Wealth Management's Q3 All-Season Tactical Advantage ETF position peaked at $659K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Q3 All-Season Tactical Advantage ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.