HWA
LOWV icon

Heritage Wealth Advisors’s AB US Low Volatility Equity ETF LOWV Stock Holding History

Heritage Wealth Advisors’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
2026
Q1 		– Sell
-2,105
Closed -$165K – 695
2025
Q4 		$165K Buy
+2,105
New +$165K 0.01% 234

Other funds holding LOWV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $115M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Heritage Wealth Advisors's LOWV Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of AB US Low Volatility Equity ETF (LOWV) in Q1 2026, closing a stake of 2,105 shares — an estimated $165K sold.

Heritage Wealth Advisors first reported a position in LOWV in Q4 2025 and held it in 1 quarter. The position peaked at $165K in Q4 2025. 20 funds tracked by Wall St. Rank hold LOWV as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining AB US Low Volatility Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,105 AB US Low Volatility Equity ETF shares in Q1 2026, an estimated $165K.
  • Heritage Wealth Advisors first reported a position in AB US Low Volatility Equity ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's AB US Low Volatility Equity ETF position peaked at $165K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.