Secure Asset Management, LLC
Position in QVOY — Q3 All-Season Active Rotation ETF
CIK 1800692
Troy, MI
Position in QVOY
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$2,647,795
+$2,419,145 QoQ
Shares Held
94,288
+1009.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,647,795 | 94,288 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $228,650 | 8,500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,659,298 | 93,015 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $346,042 | 13,152 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $324,963 | 13,373 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,313,842 | 91,670 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,642,158 | 94,027 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,991,954 | 108,126 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,409,023 | 115,965 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,724,750 | 99,172 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $296,540 | 10,891 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $465,356 | 16,812 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $523,008 | 20,832 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $575,855 | 23,177 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||