DWS
QVOY

Discipline Wealth Solutions’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History

Discipline Wealth Solutions’s Portfolio QVOY Stock Details QVOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,519
Closed -$387K – 173
2025
Q3 		$387K Buy
+13,519
New +$366K 0.1% 111
2024
Q4 		– Sell
-68,569
Closed -$1.93M – 80
2024
Q3 		$1.93M Buy
+68,569
New +$1.88M 1.02% 16

Other funds holding QVOY

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Discipline Wealth Solutions's QVOY Position: Q4 2025 in Review

Discipline Wealth Solutions sold out of Q3 All-Season Active Rotation ETF (QVOY) in Q4 2025, closing a stake of 13,519 shares — an estimated $387K sold.

Discipline Wealth Solutions first reported a position in QVOY in Q3 2024 and held it in 2 quarters. The position peaked at $1.93M in Q3 2024. 11 funds tracked by Wall St. Rank hold QVOY as of Q4 2025.

  • Discipline Wealth Solutions reported no remaining Q3 All-Season Active Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Discipline Wealth Solutions sold 13,519 Q3 All-Season Active Rotation ETF shares in Q4 2025, an estimated $387K.
  • Discipline Wealth Solutions first reported a position in Q3 All-Season Active Rotation ETF in Q3 2024 and held it in 2 quarters.
  • Discipline Wealth Solutions's Q3 All-Season Active Rotation ETF position peaked at $1.93M in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q4 2025.

Based on Discipline Wealth Solutions's 13F filing for Q4 2025, filed 26 Jan 2026.