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Rubicon Advisors’s AB US Low Volatility Equity ETF LOWV Stock Holding History

Rubicon Advisors’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 		$1.57M Sell
19,775
-6,217
-24% -$492K 1.15% 24
2026
Q1 		$1.92M Buy
25,992
+21,764
+515% +$1.68M 1.67% 19
2025
Q4 		$331K Buy
+4,228
New +$332K 0.31% 59

Other funds holding LOWV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
LFA
Laraway Financial Advisors Saint Cloud, Minnesota $165M AUM 37.88% 1-Year Est. Return

Rubicon Advisors's LOWV Position: Q2 2026 in Review

Rubicon Advisors reduced its AB US Low Volatility Equity ETF (LOWV) stake by 24% in Q2 2026, selling an estimated $492K and leaving 19,775 shares worth $1.57M. The position accounts for 1.15% of the portfolio, ranked #24.

Rubicon Advisors first reported a position in LOWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.92M in Q1 2026. 20 funds tracked by Wall St. Rank hold LOWV as of Q2 2026.

  • Rubicon Advisors held 19,775 shares of AB US Low Volatility Equity ETF worth $1.57M as of Q2 2026.
  • Rubicon Advisors sold 6,217 AB US Low Volatility Equity ETF shares in Q2 2026, an estimated $492K.
  • AB US Low Volatility Equity ETF made up 1.15% of Rubicon Advisors's portfolio in Q2 2026, its #24 holding.
  • Rubicon Advisors first reported a position in AB US Low Volatility Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Rubicon Advisors's AB US Low Volatility Equity ETF position peaked at $1.92M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q2 2026.

Based on Rubicon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.