Lucia Wealth Services’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Lucia Wealth Services’s Portfolio ONEO Stock Details ONEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-8,266	Closed	-$456K	–	189
2020 Q1	$456K	Buy	+8,266	New	+$588K	0.15%	110

Other funds holding ONEO

APF

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Lucia Wealth Services's ONEO Position: Q2 2020 in Review

Lucia Wealth Services sold out of State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) in Q2 2020, closing a stake of 8,266 shares — an estimated $456K sold.

Lucia Wealth Services first reported a position in ONEO in Q1 2020 and held it in 1 quarter. The position peaked at $456K in Q1 2020. 8 funds tracked by Wall St. Rank hold ONEO as of Q2 2020.

Lucia Wealth Services reported no remaining State Street SPDR Russell 1000 Momentum Focus ETF position as of Q2 2020 after selling out during the quarter.
Lucia Wealth Services sold 8,266 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q2 2020, an estimated $456K.
Lucia Wealth Services first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q1 2020 and held it in 1 quarter.
Lucia Wealth Services's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $456K in Q1 2020.
8 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q2 2020.

Based on Lucia Wealth Services's 13F filing for Q2 2020, filed 29 Jul 2020.