Commonwealth Equity Services
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Commonwealth Equity Services’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

Commonwealth Equity Services’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
Q2 		$793K Buy
10,508
+284
+3% +$21.2K ﹤0.01% 2905
2026
Q1 		$735K Buy
+10,224
New +$750K ﹤0.01% 2877
2023
Q3 		– Sell
-10,272
Closed -$549K – 3913
2023
Q2 		$549K Buy
+10,272
New +$536K ﹤0.01% 2529

Other funds holding QLV

PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Commonwealth Equity Services's QLV Position: Q2 2026 in Review

Commonwealth Equity Services increased its FlexShares US Quality Low Volatility Index Fund (QLV) stake by 2.8% in Q2 2026, buying an estimated $21.2K and bringing the position to 10,508 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #2905.

Commonwealth Equity Services first reported a position in QLV in Q2 2023 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold QLV as of Q2 2026.

  • Commonwealth Equity Services held 10,508 shares of FlexShares US Quality Low Volatility Index Fund worth $793K as of Q2 2026.
  • Commonwealth Equity Services bought 284 FlexShares US Quality Low Volatility Index Fund shares in Q2 2026, an estimated $21.2K.
  • FlexShares US Quality Low Volatility Index Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2905 holding.
  • Commonwealth Equity Services first reported a position in FlexShares US Quality Low Volatility Index Fund in Q2 2023 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.