IFP Advisors’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

IFP Advisors’s Portfolio ONEV Stock Details ONEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.7K	Hold	542	–	–	﹤0.01%	2034
2025 Q4	$72.2K	Buy	542 +519	+2,257%	+$69K	﹤0.01%	1990
2025 Q3	$3.06K	Buy	+23	New	+$3.03K	﹤0.01%	3507
2021 Q3	–	Hold	0	–	–	–	4263
2021 Q2	–	Hold	0	–	–	–	4005
2021 Q1	–	Hold	0	–	–	–	3921
2020 Q4	–	Hold	0	–	–	–	3749
2020 Q3	–	Sell	-838	Closed	-$65.1K	–	3619
2020 Q2	$60K	Sell	838 -3,769	-82%	-$263K	﹤0.01%	1137
2020 Q1	$293K	Buy	4,607 +4,403	+2,158%	+$348K	0.03%	463
2019 Q4	$18K	Buy	+204	New	+$17.1K	﹤0.01%	1660

Other funds holding ONEV

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Coral Wealth Management Miami, Florida $89.4M AUM

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

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return