QLV — FLEXSHARES US QU LW VLT INDX ETF

Ownership history in Wealthcare Advisory Partners LLC  ·  13 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported FLEXSHARES US QU LW VLT INDX ETF (QLV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows QLV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in FLEXSHARES US QU LW VLT INDX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QLV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QLV stock page Wealthcare Advisory Partners LLC fund profile Wealthcare Advisory Partners LLC full holdings
How Wealthcare Advisory Partners LLC held QLV — position size vs. price
% of Fund (quarterly)    QLV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,137 +292 +6.0% 0.01% $370K 2026-02-14 (Est.) $73.90
2025 Q3 ADDED 4,845 +7 +0.1% 0.01% $349K 2025-11-07 $70.45
2025 Q2 REDUCED 4,838 -42 -0.9% 0.01% $329K 2025-07-22 $68.20
2025 Q1 REDUCED 4,880 -1,540 -24.0% 0.01% $322K 2025-04-15 $62.68
2024 Q4 ADDED 6,420 +299 +4.9% 0.01% $419K 2025-01-15 $64.02
2024 Q3 REDUCED 6,121 -5 -0.1% 0.01% $407K 2024-11-04 $63.82
2024 Q2 REDUCED 6,126 -4 -0.1% 0.01% $382K 2024-08-12 $60.97
2024 Q1 REDUCED 6,130 -3,826 -38.4% 0.01% $374K 2024-04-15 $56.64
2023 Q4 ADDED 9,956 +105 +1.1% 0.02% $560K 2024-02-06 $56.19
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QLV

As of 2025 Q4 — sorted by position size

PEOPLES FINANCIAL SERVICES CORP. 3Y 7Y 1.15% Rossby Financial, LCC 0.36% BEAM WEALTH ADVISORS, INC. 3Y 0.25% ALPHA CAPITAL ADVISORS INC /ADV 0.23% Colonial River Investments, LLC 3Y 0.21% Herold Advisors, Inc. 3Y 0.19% Coppell Advisory Solutions LLC 3Y 0.09% BELLEVUE ASSET MANAGEMENT, LLC 3Y 0.07% Crestwood Advisors Group, LLC 3Y 7Y 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.02%

FAQ About Wealthcare Advisory Partners LLC and QLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Advisory Partners LLC reported owning QLV?

Wealthcare Advisory Partners LLC reported QLV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QLV position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for QLV was 0.02% in 2023 Q4.

What is the latest reported QLV position on this page?

The most recent filing on this page is 2025 Q4, when Wealthcare Advisory Partners LLC reported 5,137 shares, equal to 0.01% of portfolio, with an estimated market value of $370K.

What does the chart on this QLV ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly QLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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