National Wealth Management Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

National Wealth Management Group’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
2022 Q2	–	Sell	-5,211	Closed	-$749K	–	124
2022 Q1	$749K	Sell	5,211 -957	-16%	-$134K	0.72%	44
2021 Q4	$929K	Buy	+6,168	New	+$884K	0.87%	32

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

National Wealth Management Group's LGLV Position: Q2 2022 in Review

National Wealth Management Group sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2022, closing a stake of 5,211 shares — an estimated $749K sold.

National Wealth Management Group first reported a position in LGLV in Q4 2021 and held it in 2 quarters. The position peaked at $929K in Q4 2021. 129 funds tracked by Wall St. Rank hold LGLV as of Q2 2022.

National Wealth Management Group reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2022 after selling out during the quarter.
National Wealth Management Group sold 5,211 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2022, an estimated $749K.
National Wealth Management Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and held it in 2 quarters.
National Wealth Management Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $929K in Q4 2021.
129 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.