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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
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 $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 $541M AUM 12.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M 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
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Intrepid Financial Planning Group's LOWV Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its AB US Low Volatility Equity ETF (LOWV) stake by 0.33% in Q1 2026, selling an estimated $30.5K and leaving 118,672 shares worth $8.77M. The position accounts for 3.54% of the portfolio, ranked #6.

Intrepid Financial Planning Group first reported a position in LOWV in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.33M in Q4 2025. 20 funds tracked by Wall St. Rank hold LOWV as of Q1 2026.

  • Intrepid Financial Planning Group held 118,672 shares of AB US Low Volatility Equity ETF worth $8.77M as of Q1 2026.
  • Intrepid Financial Planning Group sold 394 AB US Low Volatility Equity ETF shares in Q1 2026, an estimated $30.5K.
  • AB US Low Volatility Equity ETF made up 3.54% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #6 holding.
  • Intrepid Financial Planning Group first reported a position in AB US Low Volatility Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Intrepid Financial Planning Group's AB US Low Volatility Equity ETF position peaked at $9.33M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.