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Kestra Advisory Services’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

Kestra Advisory Services’s Portfolio QLV Stock Details QLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,244
Closed -$89.6K – 4121
2025
Q4 		$89.6K Buy
+1,244
New +$89.5K ﹤0.01% 3516

Other funds holding QLV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
CWWM
Curry Webb Wealth Management Indianapolis, Indiana $212M AUM
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services's QLV Position: Q1 2026 in Review

Kestra Advisory Services sold out of FlexShares US Quality Low Volatility Index Fund (QLV) in Q1 2026, closing a stake of 1,244 shares — an estimated $89.6K sold.

Kestra Advisory Services first reported a position in QLV in Q4 2025 and held it in 1 quarter. The position peaked at $89.6K in Q4 2025. 37 funds tracked by Wall St. Rank hold QLV as of Q1 2026.

  • Kestra Advisory Services reported no remaining FlexShares US Quality Low Volatility Index Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,244 FlexShares US Quality Low Volatility Index Fund shares in Q1 2026, an estimated $89.6K.
  • Kestra Advisory Services first reported a position in FlexShares US Quality Low Volatility Index Fund in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's FlexShares US Quality Low Volatility Index Fund position peaked at $89.6K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.