Cetera Investment Advisers
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Cetera Investment Advisers’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

Cetera Investment Advisers’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 		$370K Buy
5,145
+2
+0% +$147 ﹤0.01% 3799
2025
Q4 		$371K Buy
5,143
+214
+4% +$15.4K ﹤0.01% 3708
2025
Q3 		$355K Sell
4,929
-98
-2% -$6.84K ﹤0.01% 3695
2025
Q2 		$342K Buy
+5,027
New +$330K ﹤0.01% 3284

Other funds holding QLV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers's QLV Position: Q1 2026 in Review

Cetera Investment Advisers increased its FlexShares US Quality Low Volatility Index Fund (QLV) stake by 0.04% in Q1 2026, buying an estimated $147 and bringing the position to 5,145 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #3799.

Cetera Investment Advisers first reported a position in QLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $371K in Q4 2025. 37 funds tracked by Wall St. Rank hold QLV as of Q1 2026.

  • Cetera Investment Advisers held 5,145 shares of FlexShares US Quality Low Volatility Index Fund worth $370K as of Q1 2026.
  • Cetera Investment Advisers bought 2 FlexShares US Quality Low Volatility Index Fund shares in Q1 2026, an estimated $147.
  • FlexShares US Quality Low Volatility Index Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3799 holding.
  • Cetera Investment Advisers first reported a position in FlexShares US Quality Low Volatility Index Fund in Q2 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's FlexShares US Quality Low Volatility Index Fund position peaked at $371K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.