GSWM
LVUS

Golden State Wealth Management’s Hartford Multifactor Low Volatility US Equity ETF LVUS Stock Holding History

Golden State Wealth 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
Q2 		– Sell
-1,000
Closed -$24K – 1020
2020
Q1 		$24K Buy
+1,000
New +$29.7K 0.01% 474
2019
Q4 		– Sell
-1,100
Closed -$34K – 1084
2019
Q3 		$34K Buy
1,100
+1,000
+1,000% +$30.6K 0.01% 517
2019
Q2 		$3K Hold
100
– – ﹤0.01% 959
2019
Q1 		$3K Buy
+100
New +$2.75K ﹤0.01% 1003

Other funds holding LVUS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Golden State Wealth Management's LVUS Position: Q2 2020 in Review

Golden State Wealth Management sold out of Hartford Multifactor Low Volatility US Equity ETF (LVUS) in Q2 2020, closing a stake of 1,000 shares — an estimated $24K sold.

Golden State Wealth Management first reported a position in LVUS in Q1 2019 and held it in 4 quarters. The position peaked at $34K in Q3 2019. 7 funds tracked by Wall St. Rank hold LVUS as of Q2 2020.

  • Golden State Wealth Management reported no remaining Hartford Multifactor Low Volatility US Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 1,000 Hartford Multifactor Low Volatility US Equity ETF shares in Q2 2020, an estimated $24K.
  • Golden State Wealth Management first reported a position in Hartford Multifactor Low Volatility US Equity ETF in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Hartford Multifactor Low Volatility US Equity ETF position peaked at $34K in Q3 2019.
  • 7 funds tracked by Wall St. Rank held Hartford Multifactor Low Volatility US Equity ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.