Verus Capital Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Verus Capital Partners’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	$10K	Sell	109 -297	-73%	-$32.5K	﹤0.01%	997
2019 Q4	$46K	Buy	+406	New	+$45.4K	0.02%	625

Other funds holding LGLV

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Verus Capital Partners's LGLV Position: Q1 2020 in Review

Verus Capital Partners reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 73% in Q1 2020, selling an estimated $32.5K and leaving 109 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Verus Capital Partners first reported a position in LGLV in Q4 2019 and has held it in 2 quarters since. The position peaked at $46K in Q4 2019. 139 funds tracked by Wall St. Rank hold LGLV as of Q1 2020.

Verus Capital Partners held 109 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $10K as of Q1 2020.
Verus Capital Partners sold 297 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2020, an estimated $32.5K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #997 holding.
Verus Capital Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $46K 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 Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.