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Savior LLC’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Savior LLC’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-76
Closed -$2K – 214
2022
Q3 		$2K Sell
76
-81
-52% -$2.83K ﹤0.01% 173
2022
Q2 		$5K Buy
+157
New +$5.52K ﹤0.01% 130

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Savior LLC's SMMV Position: Q4 2022 in Review

Savior LLC sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2022, closing a stake of 76 shares — an estimated $2K sold.

Savior LLC first reported a position in SMMV in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 126 funds tracked by Wall St. Rank hold SMMV as of Q4 2022.

  • Savior LLC reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Savior LLC sold 76 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2022, an estimated $2K.
  • Savior LLC first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2022 and held it in 2 quarters.
  • Savior LLC's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2022.

Based on Savior LLC's 13F filing for Q4 2022, filed 13 Jan 2023.