Capital Analysts LLC’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

Capital Analysts LLC’s Portfolio QLV Stock Details QLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2M	Buy	+27,847	New	+$2.04M	0.05%	247

Other funds holding QLV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return

CWWM

Curry Webb Wealth Management Indianapolis, Indiana $212M AUM

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Capital Analysts LLC's QLV Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in FlexShares US Quality Low Volatility Index Fund (QLV) in Q1 2026: 27,847 shares worth $2M. The stake represents 0.05% of the portfolio and ranks #247 among its holdings.

37 funds tracked by Wall St. Rank hold QLV as of Q1 2026.

Capital Analysts LLC held 27,847 shares of FlexShares US Quality Low Volatility Index Fund worth $2M as of Q1 2026.
FlexShares US Quality Low Volatility Index Fund was a new Capital Analysts LLC position in Q1 2026.
FlexShares US Quality Low Volatility Index Fund made up 0.05% of Capital Analysts LLC's portfolio in Q1 2026, its #247 holding.
37 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.