FAIM
LVUS

Financial Advocates Investment Management’s Hartford Multifactor Low Volatility US Equity ETF LVUS Stock Holding History

Financial Advocates Investment Management’s Portfolio LVUS Stock Details LVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,100
Closed -$224K – 700
2020
Q2 		$224K Buy
+8,100
New +$217K 0.02% 533
2020
Q1 		– Sell
-8,136
Closed -$259K – 562
2019
Q4 		$259K Hold
8,136
– – 0.03% 427
2019
Q3 		$251K Hold
8,136
– – 0.03% 412
2019
Q2 		$244K Sell
8,136
-142
-2% -$4.16K 0.03% 407
2019
Q1 		$237K Buy
+8,278
New +$228K 0.03% 406

Financial Advocates Investment Management's LVUS Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of Hartford Multifactor Low Volatility US Equity ETF (LVUS) in Q3 2020, closing a stake of 8,100 shares — an estimated $224K sold.

Financial Advocates Investment Management first reported a position in LVUS in Q1 2019 and held it in 5 quarters. The position peaked at $259K in Q4 2019. 0 funds tracked by Wall St. Rank hold LVUS as of Q3 2020.

  • Financial Advocates Investment Management reported no remaining Hartford Multifactor Low Volatility US Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,100 Hartford Multifactor Low Volatility US Equity ETF shares in Q3 2020, an estimated $224K.
  • Financial Advocates Investment Management first reported a position in Hartford Multifactor Low Volatility US Equity ETF in Q1 2019 and held it in 5 quarters.
  • Financial Advocates Investment Management's Hartford Multifactor Low Volatility US Equity ETF position peaked at $259K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Hartford Multifactor Low Volatility US Equity ETF as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.