Northwest Wealth Management’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Northwest Wealth Management’s Portfolio ONEY Stock Details ONEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,747	Closed	-$121K	–	361
2019 Q1	$121K	Buy	+1,747	New	+$118K	0.09%	143

Other funds holding ONEY

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Paulson Wealth Management Wheaton, Illinois $471M AUM 22.04% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Northwest Wealth Management's ONEY Position: Q2 2019 in Review

Northwest Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2019, closing a stake of 1,747 shares — an estimated $121K sold.

Northwest Wealth Management first reported a position in ONEY in Q1 2019 and held it in 1 quarter. The position peaked at $121K in Q1 2019. 16 funds tracked by Wall St. Rank hold ONEY as of Q2 2019.

Northwest Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,747 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2019, an estimated $121K.
Northwest Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2019 and held it in 1 quarter.
Northwest Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $121K in Q1 2019.
16 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.