Sowell Financial Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Sowell Financial Services’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
2023 Q2	–	Sell	-1,553	Closed	-$212K	–	708
2023 Q1	$212K	Buy	+1,553	New	+$212K	0.02%	675
2021 Q2	–	Sell	-2,144	Closed	-$287K	–	1751
2021 Q1	$287K	Sell	2,144 -585	-21%	-$70.9K	0.01%	867
2020 Q4	$327K	Hold	2,729	–	–	0.01%	666
2020 Q3	$296K	Sell	2,729 -115	-4%	-$12.4K	0.01%	620
2020 Q2	$290K	Sell	2,844 -1,314	-32%	-$130K	0.02%	607
2020 Q1	$377K	Buy	4,158 +1,982	+91%	+$217K	0.03%	481
2019 Q4	$248K	Buy	2,176 +1,463	+205%	+$164K	0.02%	645
2019 Q3	$79K	Buy	+713	New	+$78.6K	0.01%	885

Other funds holding LGLV

Syntegra Private Wealth Group Chesterfield, Missouri $1.05B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

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