Janiczek Wealth Management’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$2.86K	Hold	24	–	–	﹤0.01%	812
2024 Q1	$2.99K	Hold	24	–	–	﹤0.01%	826
2023 Q4	$2.74K	Hold	24	–	–	﹤0.01%	824
2023 Q3	$2.5K	Hold	24	–	–	﹤0.01%	804
2023 Q2	$2.58K	Hold	24	–	–	﹤0.01%	742
2023 Q1	$2.49K	Hold	24	–	–	﹤0.01%	744
2022 Q4	$2.52K	Buy	24 +1	+4%	+$101	﹤0.01%	740
2022 Q3	$2K	Buy	23 +1	+5%	+$102	﹤0.01%	775
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	791
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	783
2021 Q4	$3K	Buy	+22	New	+$2.4K	﹤0.01%	786

Other funds holding ONEV

APF

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

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

AIP

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

PWM

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

Janiczek Wealth Management's ONEV Position: Q2 2024 in Review

Janiczek Wealth Management held its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) position steady in Q2 2024 at 24 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Janiczek Wealth Management first reported a position in ONEV in Q4 2021 and has held it in 11 quarters since. The position peaked at $3K in Q4 2021. 72 funds tracked by Wall St. Rank hold ONEV as of Q2 2024.

Janiczek Wealth Management held 24 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $2.86K as of Q2 2024.
Janiczek Wealth Management left its State Street SPDR Russell 1000 Low Volatility Focus ETF share count unchanged in Q2 2024.
State Street SPDR Russell 1000 Low Volatility Focus ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #812 holding.
Janiczek Wealth Management first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $3K in Q4 2021.
72 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.