UFF
QVOY

USA Financial Formulas’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History

USA Financial Formulas’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
2023
Q4 		– Sell
-351
Closed -$9.56K – 499
2023
Q3 		$9.56K Buy
+351
New +$9.8K 0.01% 229

Other funds holding QVOY

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

USA Financial Formulas's QVOY Position: Q4 2023 in Review

USA Financial Formulas sold out of Q3 All-Season Active Rotation ETF (QVOY) in Q4 2023, closing a stake of 351 shares — an estimated $9.56K sold.

USA Financial Formulas first reported a position in QVOY in Q3 2023 and held it in 1 quarter. The position peaked at $9.56K in Q3 2023. 11 funds tracked by Wall St. Rank hold QVOY as of Q4 2023.

  • USA Financial Formulas reported no remaining Q3 All-Season Active Rotation ETF position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 351 Q3 All-Season Active Rotation ETF shares in Q4 2023, an estimated $9.56K.
  • USA Financial Formulas first reported a position in Q3 All-Season Active Rotation ETF in Q3 2023 and held it in 1 quarter.
  • USA Financial Formulas's Q3 All-Season Active Rotation ETF position peaked at $9.56K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.