LPL Financial
LOWV icon

LPL Financial’s AB US Low Volatility Equity ETF LOWV Stock Holding History

LPL Financial’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 		$23M Buy
310,886
+69,209
+29% +$5.35M 0.01% 1368
2025
Q4 		$18.9M Buy
241,677
+13,100
+6% +$1.03M 0.01% 1449
2025
Q3 		$18M Buy
228,577
+95,386
+72% +$7.3M 0.01% 1432
2025
Q2 		$10M Buy
133,191
+15,038
+13% +$1.06M ﹤0.01% 1712
2025
Q1 		$8.24M Buy
118,153
+6,856
+6% +$489K ﹤0.01% 1750
2024
Q4 		$7.84M Buy
+111,297
New +$7.92M ﹤0.01% 1726

Other funds holding LOWV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 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

LPL Financial's LOWV Position: Q1 2026 in Review

LPL Financial increased its AB US Low Volatility Equity ETF (LOWV) stake by 29% in Q1 2026, buying an estimated $5.35M and bringing the position to 310,886 shares worth $23M. The position accounts for 0.01% of the portfolio, ranked #1368.

LPL Financial first reported a position in LOWV in Q4 2024 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold LOWV as of Q1 2026.

  • LPL Financial held 310,886 shares of AB US Low Volatility Equity ETF worth $23M as of Q1 2026.
  • LPL Financial bought 69,209 AB US Low Volatility Equity ETF shares in Q1 2026, an estimated $5.35M.
  • AB US Low Volatility Equity ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1368 holding.
  • LPL Financial first reported a position in AB US Low Volatility Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.