Summit Financial Wealth Advisors’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Summit Financial Wealth Advisors’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
2020 Q2	–	Sell	-3,762	Closed	-$237K	–	128
2020 Q1	$237K	Sell	3,762 -4,325	-53%	-$341K	0.07%	105
2019 Q4	$695K	Sell	8,087 -3,045	-27%	-$255K	0.17%	72
2019 Q3	$900K	Buy	+11,132	New	+$894K	0.22%	68

Other funds holding ONEV

APF

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

AIP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Summit Financial Wealth Advisors's ONEV Position: Q2 2020 in Review

Summit Financial Wealth Advisors sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q2 2020, closing a stake of 3,762 shares — an estimated $237K sold.

Summit Financial Wealth Advisors first reported a position in ONEV in Q3 2019 and held it in 3 quarters. The position peaked at $900K in Q3 2019. 28 funds tracked by Wall St. Rank hold ONEV as of Q2 2020.

Summit Financial Wealth Advisors reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q2 2020 after selling out during the quarter.
Summit Financial Wealth Advisors sold 3,762 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2020, an estimated $237K.
Summit Financial Wealth Advisors first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q3 2019 and held it in 3 quarters.
Summit Financial Wealth Advisors's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $900K in Q3 2019.
28 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2020.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.