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

TCG 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
2019
Q3 		– Sell
-348
Closed -$28K – 317
2019
Q2 		$28K Buy
348
+305
+709% +$23.9K 0.03% 189
2019
Q1 		$3K Buy
+43
New +$3.17K ﹤0.01% 390

Other funds holding ONEV

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

TCG Advisors's ONEV Position: Q3 2019 in Review

TCG Advisors sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q3 2019, closing a stake of 348 shares — an estimated $28K sold.

TCG Advisors first reported a position in ONEV in Q1 2019 and held it in 2 quarters. The position peaked at $28K in Q2 2019. 27 funds tracked by Wall St. Rank hold ONEV as of Q3 2019.

  • TCG Advisors reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 348 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q3 2019, an estimated $28K.
  • TCG Advisors first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $28K in Q2 2019.
  • 27 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.