Axxcess Wealth Management’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,973
| Closed | -$242K | – | 920 |
|
|
2025
Q1 | $242K | Buy |
9,973
+157
| +2% | +$3.82K | 0.01% | 757 |
|
|
2024
Q4 | $248K | Buy |
+9,816
| New | +$248K | 0.01% | 730 |
|
|
2023
Q4 | – | Sell |
-11,214
| Closed | -$305K | – | 912 |
|
|
2023
Q3 | $305K | Sell |
11,214
-931
| -8% | -$25.4K | 0.01% | 595 |
|
|
2023
Q2 | $336K | Buy |
12,145
+448
| +4% | +$12.4K | 0.02% | 427 |
|
|
2023
Q1 | $294K | Sell |
11,697
-175
| -1% | -$4.39K | 0.02% | 487 |
|
|
2022
Q4 | $295K | Buy |
+11,872
| New | +$295K | 0.02% | 451 |
|