Private Advisor »

Flexshares Tr us qt lw vlty shares owned by Private Advisor

Quarter-by-quarter ownership of Flexshares Tr us qt lw vlty (QLV) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Flexshares Tr us qt lw vlty

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr us qt lw vlty held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Flexshares Tr us qt lw vlty by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 15k 71.94
2025-06-30 $963k 14k 68.10
2025-03-31 $744k 11k 65.92
2024-12-31 $737k 11k 65.25

More positions owned by Private Advisor

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

Top funds holding Flexshares Tr us qt lw vlty

Northern Trust
LPL Financial
Morgan Stanley
United Bank
Peoples Financial Services
Crestwood Advisors
Private Advisor
BEAM Asset Management
Old Mission Capital
Coppell Advisory Solutions
Mml Investors Services
Herold Advisors
Goldman Sachs Group
Citadel Advisors
Colonial River Wealth Management

View all funds holding Flexshares Tr us qt lw vlty