Curry Webb Wealth Management’s Northern Trust US Quality Low Volatility ETF QLV Stock Holding History

Curry Webb Wealth Management’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	$1.94M	Sell	25,659 -5,068	-16%	-$378K	0.8%	27
2026 Q1	$2.21M	Sell	30,727 -11,665	-28%	-$855K	1.04%	24
2025 Q4	$3.05M	Buy	+42,392	New	+$3.05M	1.52%	21

Other funds holding QLV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Moosic, Pennsylvania $231M AUM 37.59% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Curry Webb Wealth Management's QLV Position: Q2 2026 in Review

Curry Webb Wealth Management reduced its Northern Trust US Quality Low Volatility ETF (QLV) stake by 16% in Q2 2026, selling an estimated $378K and leaving 25,659 shares worth $1.94M. The position accounts for 0.8% of the portfolio, ranked #27.

Curry Webb Wealth Management first reported a position in QLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.05M in Q4 2025. 38 funds tracked by Wall St. Rank hold QLV as of Q2 2026.

Curry Webb Wealth Management held 25,659 shares of Northern Trust US Quality Low Volatility ETF worth $1.94M as of Q2 2026.
Curry Webb Wealth Management sold 5,068 Northern Trust US Quality Low Volatility ETF shares in Q2 2026, an estimated $378K.
Northern Trust US Quality Low Volatility ETF made up 0.8% of Curry Webb Wealth Management's portfolio in Q2 2026, its #27 holding.
Curry Webb Wealth Management first reported a position in Northern Trust US Quality Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
Curry Webb Wealth Management's Northern Trust US Quality Low Volatility ETF position peaked at $3.05M in Q4 2025.
38 funds tracked by Wall St. Rank held Northern Trust US Quality Low Volatility ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.