Discipline Wealth Solutions’s Q3 All-Season Tactical Advantage ETF QTAC Stock Holding History

Discipline Wealth Solutions’s Portfolio QTAC Stock Details QTAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-19,394	Closed	-$493K	–	207
2026 Q2	$493K	Buy	19,394 +383	+2%	+$9.2K	0.04%	128
2026 Q1	$437K	Buy	+19,011	New	+$469K	0.05%	121

Other funds holding QTAC

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Discipline Wealth Solutions's QTAC Position: Q3 2026 in Review

Discipline Wealth Solutions sold out of Q3 All-Season Tactical Advantage ETF (QTAC) in Q3 2026, closing a stake of 19,394 shares — an estimated $493K sold.

Discipline Wealth Solutions first reported a position in QTAC in Q1 2026 and held it in 2 quarters. The position peaked at $493K in Q2 2026. 4 funds tracked by Wall St. Rank hold QTAC as of Q3 2026.

Discipline Wealth Solutions reported no remaining Q3 All-Season Tactical Advantage ETF position as of Q3 2026 after selling out during the quarter.
Discipline Wealth Solutions sold 19,394 Q3 All-Season Tactical Advantage ETF shares in Q3 2026, an estimated $493K.
Discipline Wealth Solutions first reported a position in Q3 All-Season Tactical Advantage ETF in Q1 2026 and held it in 2 quarters.
Discipline Wealth Solutions's Q3 All-Season Tactical Advantage ETF position peaked at $493K in Q2 2026.
4 funds tracked by Wall St. Rank held Q3 All-Season Tactical Advantage ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.