Axxcess Wealth Management
QVOY icon

Axxcess Wealth Management’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History

Axxcess Wealth Management’s Portfolio QVOY Stock Details QVOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$376K Hold
13,411
– – 0.02% 664
2026
Q2 		$415K Buy
+13,411
New +$400K 0.01% 768
2025
Q2 		– Sell
-9,973
Closed -$242K – 920
2025
Q1 		$242K Buy
9,973
+157
+2% +$3.95K 0.01% 758
2024
Q4 		$248K Buy
+9,816
New +$278K 0.01% 731
2023
Q4 		– Sell
-11,214
Closed -$305K – 914
2023
Q3 		$305K Sell
11,214
-931
-8% -$26K 0.01% 595
2023
Q2 		$336K Buy
12,145
+448
+4% +$11.6K 0.02% 428
2023
Q1 		$294K Sell
11,697
-175
-1% -$4.43K 0.02% 490
2022
Q4 		$295K Buy
+11,872
New +$296K 0.02% 451

Other funds holding QVOY

Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
CPR Investments
CPR Investments Rochester, Michigan $134M AUM 22.6% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Axxcess Wealth Management held its Q3 All-Season Active Rotation ETF (QVOY) position steady in Q3 2026 at 13,411 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #664.

Axxcess Wealth Management first reported a position in QVOY in Q4 2022 and has held it in 8 quarters since. The position peaked at $415K in Q2 2026. 11 funds tracked by Wall St. Rank hold QVOY as of Q3 2026.

  • Axxcess Wealth Management held 13,411 shares of Q3 All-Season Active Rotation ETF worth $376K as of Q3 2026.
  • Axxcess Wealth Management left its Q3 All-Season Active Rotation ETF share count unchanged in Q3 2026.
  • Q3 All-Season Active Rotation ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #664 holding.
  • Axxcess Wealth Management first reported a position in Q3 All-Season Active Rotation ETF in Q4 2022 and has held it in 8 quarters since.
  • Axxcess Wealth Management's Q3 All-Season Active Rotation ETF position peaked at $415K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q3 2026.

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