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Paulson Wealth Management’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Paulson Wealth Management’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
2019
Q4 		– Sell
-3,641
Closed -$268K – 105
2019
Q3 		$268K Buy
+3,641
New +$266K 0.2% 84

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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paulson Wealth Management's ONEO Position: Q4 2019 in Review

Paulson Wealth Management sold out of State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) in Q4 2019, closing a stake of 3,641 shares — an estimated $268K sold.

Paulson Wealth Management first reported a position in ONEO in Q3 2019 and held it in 1 quarter. The position peaked at $268K in Q3 2019. 11 funds tracked by Wall St. Rank hold ONEO as of Q4 2019.

  • Paulson Wealth Management reported no remaining State Street SPDR Russell 1000 Momentum Focus ETF position as of Q4 2019 after selling out during the quarter.
  • Paulson Wealth Management sold 3,641 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q4 2019, an estimated $268K.
  • Paulson Wealth Management first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q3 2019 and held it in 1 quarter.
  • Paulson Wealth Management's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $268K in Q3 2019.
  • 11 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q4 2019.

Based on Paulson Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.