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Private Trust Company’s AB US Low Volatility Equity ETF LOWV Stock Holding History

Private Trust Company’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 		$14.7K Sell
185
-5
-3% -$396 ﹤0.01% 1927
2026
Q1 		$14K Buy
190
+179
+1,627% +$13.8K ﹤0.01% 1855
2025
Q4 		$862 Hold
11
– – ﹤0.01% 2439
2025
Q3 		$865 Buy
+11
New +$841 ﹤0.01% 2456

Other funds holding LOWV

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 22.94% 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
LFA
Laraway Financial Advisors Saint Cloud, Minnesota $165M AUM 37.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Private Trust Company's LOWV Position: Q2 2026 in Review

Private Trust Company reduced its AB US Low Volatility Equity ETF (LOWV) stake by 2.6% in Q2 2026, selling an estimated $396 and leaving 185 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Private Trust Company first reported a position in LOWV in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold LOWV as of Q2 2026.

  • Private Trust Company held 185 shares of AB US Low Volatility Equity ETF worth $14.7K as of Q2 2026.
  • Private Trust Company sold 5 AB US Low Volatility Equity ETF shares in Q2 2026, an estimated $396.
  • AB US Low Volatility Equity ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1927 holding.
  • Private Trust Company first reported a position in AB US Low Volatility Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.