AE Wealth Management LLC
Position in QVOY — Q3 All-Season Active Rotation ETF
CIK 1697723
TOPEKA, KS
Position in QVOY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$454,170
-$159,957 QoQ
Shares Held
16,173
-29.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QVOY Over Time
Shares Held
Position Value (USD)
All Filings in QVOY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $454,170 | 16,173 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $614,127 | 22,830 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $758,835 | 26,542 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,070,147 | 40,673 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,108,347 | 45,611 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,610,123 | 63,790 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,530,775 | 54,476 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||