SAM
QVOY

Secure Asset Management’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History

Secure Asset Management’s Portfolio QVOY Stock Details QVOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Sell
7,746
-86,542
-92% -$2.58M 0.03% 289
2026
Q1 		$2.65M Buy
94,288
+85,788
+1,009% +$2.45M 0.42% 65
2025
Q4 		$229K Sell
8,500
-84,515
-91% -$2.42M 0.04% 314
2025
Q3 		$2.68M Buy
93,015
+79,863
+607% +$2.16M 0.44% 63
2025
Q2 		$346K Sell
13,152
-221
-2% -$5.46K 0.06% 234
2025
Q1 		$325K Sell
13,373
-78,297
-85% -$1.97M 0.07% 224
2024
Q4 		$2.31M Sell
91,670
-2,357
-3% -$66.8K 0.35% 67
2024
Q3 		$2.64M Sell
94,027
-14,099
-13% -$387K 0.45% 46
2024
Q2 		$2.99M Sell
108,126
-7,839
-7% -$219K 0.57% 35
2024
Q1 		$3.41M Buy
115,965
+16,793
+17% +$468K 0.8% 26
2023
Q4 		$2.72M Buy
99,172
+88,281
+811% +$2.41M 0.73% 28
2023
Q3 		$297K Sell
10,891
-5,921
-35% -$165K 0.09% 161
2023
Q2 		$465K Sell
16,812
-4,020
-19% -$104K 0.14% 116
2023
Q1 		$523K Sell
20,832
-2,345
-10% -$59.3K 0.17% 112
2022
Q4 		$576K Buy
+23,177
New +$578K 0.21% 108

Other funds holding QVOY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Secure Asset Management's QVOY Position: Q2 2026 in Review

Secure Asset Management reduced its Q3 All-Season Active Rotation ETF (QVOY) stake by 92% in Q2 2026, selling an estimated $2.58M and leaving 7,746 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #289.

Secure Asset Management first reported a position in QVOY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.41M in Q1 2024. 6 funds tracked by Wall St. Rank hold QVOY as of Q2 2026.

  • Secure Asset Management held 7,746 shares of Q3 All-Season Active Rotation ETF worth $240K as of Q2 2026.
  • Secure Asset Management sold 86,542 Q3 All-Season Active Rotation ETF shares in Q2 2026, an estimated $2.58M.
  • Q3 All-Season Active Rotation ETF made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #289 holding.
  • Secure Asset Management first reported a position in Q3 All-Season Active Rotation ETF in Q4 2022 and has held it in 15 quarters since.
  • Secure Asset Management's Q3 All-Season Active Rotation ETF position peaked at $3.41M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.