Sowell Financial Services’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Sowell Financial Services’s Portfolio ONEV Stock Details ONEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-77	Closed	-$8K	–	2032
2021 Q1	$8K	Hold	77	–	–	﹤0.01%	2412
2020 Q4	$7K	Hold	77	–	–	﹤0.01%	2168
2020 Q3	$6K	Hold	77	–	–	﹤0.01%	1956
2020 Q2	$6K	Buy	77 +69	+863%	+$4.82K	﹤0.01%	1848
2020 Q1	$0	Hold	8	–	–	﹤0.01%	2621
2019 Q4	$1K	Buy	8 +7	+700%	+$586	﹤0.01%	2395
2019 Q3	$0	Buy	+1	New	+$80	﹤0.01%	2442

Other funds holding ONEV

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

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

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

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return