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Intrepid Financial Planning Group’s AB US Low Volatility Equity ETF LOWV Stock Holding History

Intrepid Financial Planning Group’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
Q2 		$9.01M Sell
113,193
-5,479
-5% -$434K 3.06% 8
2026
Q1 		$8.77M Sell
118,672
-394
-0.3% -$30.5K 3.54% 6
2025
Q4 		$9.33M Buy
119,066
+10,632
+10% +$834K 3.55% 6
2025
Q3 		$8.52M Buy
108,434
+3,117
+3% +$238K 3.25% 5
2025
Q2 		$7.91M Buy
105,317
+3,242
+3% +$229K 3.32% 6
2025
Q1 		$7.12M Buy
+102,075
New +$7.28M 3.3% 6

Other funds holding LOWV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
LFA
Laraway Financial Advisors Saint Cloud, Minnesota $165M AUM 37.88% 1-Year Est. Return

Intrepid Financial Planning Group's LOWV Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its AB US Low Volatility Equity ETF (LOWV) stake by 4.6% in Q2 2026, selling an estimated $434K and leaving 113,193 shares worth $9.01M. The position accounts for 3.06% of the portfolio, ranked #8.

Intrepid Financial Planning Group first reported a position in LOWV in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.33M in Q4 2025. 19 funds tracked by Wall St. Rank hold LOWV as of Q2 2026.

  • Intrepid Financial Planning Group held 113,193 shares of AB US Low Volatility Equity ETF worth $9.01M as of Q2 2026.
  • Intrepid Financial Planning Group sold 5,479 AB US Low Volatility Equity ETF shares in Q2 2026, an estimated $434K.
  • AB US Low Volatility Equity ETF made up 3.06% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #8 holding.
  • Intrepid Financial Planning Group first reported a position in AB US Low Volatility Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • Intrepid Financial Planning Group's AB US Low Volatility Equity ETF position peaked at $9.33M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.