J.W. Cole Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

J.W. Cole Advisors’s Portfolio QLTA Stock Details QLTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	+21,530	New	+$1.02M	0.02%	749

Other funds holding QLTA

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

J.W. Cole Advisors's QLTA Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2026: 21,530 shares worth $1.02M. The stake represents 0.02% of the portfolio and ranks #749 among its holdings.

23 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

J.W. Cole Advisors held 21,530 shares of iShares AAA-A Rated Corporate Bond ETF worth $1.02M as of Q2 2026.
iShares AAA-A Rated Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares AAA-A Rated Corporate Bond ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #749 holding.
23 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.