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Flexshares Tr qlt div def idx shares owned by Sontag Advisory

Quarter-by-quarter ownership of Flexshares Tr qlt div def idx (QDEF) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Flexshares Tr qlt div def idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr qlt div def idx held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr qlt div def idx by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 2.4k 87.01

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View all positions for Sontag Advisory

Top funds holding Flexshares Tr qlt div def idx

Northern Trust
LPL Financial
Bank of America Corporation
RVW Wealth
Raymond James Financial
Sloy Dahl & Holst
Morgan Stanley
Vaquero Private Wealth
Mml Investors Services
Texas Capital Bank Wealth Management Services
Jpmorgan Chase & Co
Creative Planning
WT Wealth Management
Ameriprise Financial
L & S Advisors

View all funds holding Flexshares Tr qlt div def idx