ACP
LGLV icon

Aveo Capital Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Aveo Capital Partners’s Portfolio LGLV Stock Details LGLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,440
Closed -$1.49M – 109
2020
Q1 		$1.49M Buy
+16,440
New +$1.8M 0.72% 37

Other funds holding LGLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Aveo Capital Partners's LGLV Position: Q2 2020 in Review

Aveo Capital Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2020, closing a stake of 16,440 shares — an estimated $1.49M sold.

Aveo Capital Partners first reported a position in LGLV in Q1 2020 and held it in 1 quarter. The position peaked at $1.49M in Q1 2020. 121 funds tracked by Wall St. Rank hold LGLV as of Q2 2020.

  • Aveo Capital Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
  • Aveo Capital Partners sold 16,440 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2020, an estimated $1.49M.
  • Aveo Capital Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and held it in 1 quarter.
  • Aveo Capital Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.49M in Q1 2020.
  • 121 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2020.

Based on Aveo Capital Partners's 13F filing for Q2 2020, filed 12 Aug 2020.