AWM
QVOY

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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Q3 All-Season Active Rotation ETF (QVOY) in Q2 2026: 13,411 shares worth $415K. The stake represents 0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in QVOY as recently as Q1 2025.

Axxcess Wealth Management first reported a position in QVOY in Q4 2022 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold QVOY as of Q2 2026.

  • Axxcess Wealth Management held 13,411 shares of Q3 All-Season Active Rotation ETF worth $415K as of Q2 2026.
  • Q3 All-Season Active Rotation ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Q3 All-Season Active Rotation ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #768 holding.
  • Axxcess Wealth Management first reported a position in Q3 All-Season Active Rotation ETF in Q4 2022 and has held it in 7 quarters since.
  • 6 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q2 2026.

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