Envestnet Portfolio Solutions
LOWV icon

Envestnet Portfolio Solutions’s AB US Low Volatility Equity ETF LOWV Stock Holding History

Envestnet Portfolio Solutions’s Portfolio LOWV Stock Details LOWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,887
Closed -$203K – 1696
2024
Q4 		$203K Buy
+2,887
New +$205K ﹤0.01% 1690

Other funds holding LOWV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Portfolio Solutions's LOWV Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of AB US Low Volatility Equity ETF (LOWV) in Q1 2025, closing a stake of 2,887 shares — an estimated $203K sold.

Envestnet Portfolio Solutions first reported a position in LOWV in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 11 funds tracked by Wall St. Rank hold LOWV as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining AB US Low Volatility Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,887 AB US Low Volatility Equity ETF shares in Q1 2025, an estimated $203K.
  • Envestnet Portfolio Solutions first reported a position in AB US Low Volatility Equity ETF in Q4 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's AB US Low Volatility Equity ETF position peaked at $203K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.