Insight Wealth Strategies’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Insight Wealth Strategies’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	-4,608	Closed	-$526K	–	178
2019 Q4	$526K	Buy	4,608 +1,345	+41%	+$150K	0.11%	120
2019 Q3	$364K	Buy	+3,263	New	+$360K	0.09%	143

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

Insight Wealth Strategies's LGLV Position: Q1 2020 in Review

Insight Wealth Strategies sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2020, closing a stake of 4,608 shares — an estimated $526K sold.

Insight Wealth Strategies first reported a position in LGLV in Q3 2019 and held it in 2 quarters. The position peaked at $526K in Q4 2019. 139 funds tracked by Wall St. Rank hold LGLV as of Q1 2020.

Insight Wealth Strategies reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
Insight Wealth Strategies sold 4,608 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2020, an estimated $526K.
Insight Wealth Strategies first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and held it in 2 quarters.
Insight Wealth Strategies's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $526K in Q4 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 Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.