UWM
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USAdvisors Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

USAdvisors Wealth Management’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
2020
Q1 		– Sell
-7,210
Closed -$823K – 85
2019
Q4 		$823K Buy
+7,210
New +$807K 0.43% 33

Other funds holding LGLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

USAdvisors Wealth Management's LGLV Position: Q1 2020 in Review

USAdvisors Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2020, closing a stake of 7,210 shares — an estimated $823K sold.

USAdvisors Wealth Management first reported a position in LGLV in Q4 2019 and held it in 1 quarter. The position peaked at $823K in Q4 2019. 139 funds tracked by Wall St. Rank hold LGLV as of Q1 2020.

  • USAdvisors Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
  • USAdvisors Wealth Management sold 7,210 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2020, an estimated $823K.
  • USAdvisors Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 1 quarter.
  • USAdvisors Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $823K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2020.

Based on USAdvisors Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.