Centaurus Financial’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Centaurus Financial’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 Q1	–	Sell	-1,290	Closed	-$147K	–	591
2019 Q4	$147K	Buy	+1,290	New	+$144K	0.02%	519
2019 Q3	–	Sell	-10,966	Closed	-$1.18M	–	527
2019 Q2	$1.18M	Buy	10,966 +10,839	+8,535%	+$1.13M	0.19%	129
2019 Q1	$1.27K	Buy	127 +9	+8%	+$862	0.01%	517
2018 Q4	$1	Buy	+118	New	+$11K	0.01%	448

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Centaurus Financial's LGLV Position: Q1 2020 in Review

Centaurus Financial sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2020, closing a stake of 1,290 shares — an estimated $147K sold.

Centaurus Financial first reported a position in LGLV in Q4 2018 and held it in 4 quarters. The position peaked at $1.18M in Q2 2019. 139 funds tracked by Wall St. Rank hold LGLV as of Q1 2020.

Centaurus Financial reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
Centaurus Financial sold 1,290 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2020, an estimated $147K.
Centaurus Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and held it in 4 quarters.
Centaurus Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.18M in Q2 2019.
139 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2020.

Based on Centaurus Financial's 13F filing for Q1 2020, filed 21 Apr 2020.