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

Paulson 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
2020 Q1	–	Sell	-3,335	Closed	-$260K	–	91
2019 Q4	$260K	Buy	3,335 +119	+4%	+$8.72K	0.18%	86
2019 Q3	$227K	Sell	3,216 -141	-4%	-$9.8K	0.17%	96
2019 Q2	$240K	Sell	3,357 -550	-14%	-$38.5K	0.18%	91
2019 Q1	$271K	Buy	3,907 +632	+19%	+$42.8K	0.21%	95
2018 Q4	$215K	Buy	+3,275	New	+$222K	0.18%	103

Other funds holding ONEY

APF

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

RFN

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Paulson Wealth Management's ONEY Position: Q1 2020 in Review

Paulson Wealth Management sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q1 2020, closing a stake of 3,335 shares — an estimated $260K sold.

Paulson Wealth Management first reported a position in ONEY in Q4 2018 and held it in 5 quarters. The position peaked at $271K in Q1 2019. 18 funds tracked by Wall St. Rank hold ONEY as of Q1 2020.

Paulson Wealth Management reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q1 2020 after selling out during the quarter.
Paulson Wealth Management sold 3,335 State Street SPDR Russell 1000 Yield Focus ETF shares in Q1 2020, an estimated $260K.
Paulson Wealth Management first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q4 2018 and held it in 5 quarters.
Paulson Wealth Management's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $271K in Q1 2019.
18 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q1 2020.

Based on Paulson Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.