Visionary Wealth Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Visionary Wealth Advisors’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
2021 Q1	–	Sell	-2,408	Closed	-$289K	–	323
2020 Q4	$289K	Sell	2,408 -639	-21%	-$73.4K	0.03%	238
2020 Q3	$330K	Sell	3,047 -5,773	-65%	-$621K	0.05%	184
2020 Q2	$900K	Buy	8,820 +1,739	+25%	+$173K	0.14%	119
2020 Q1	$642K	Buy	7,081 +5,211	+279%	+$569K	0.12%	113
2019 Q4	$214K	Buy	+1,870	New	+$209K	0.04%	199

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Visionary Wealth Advisors's LGLV Position: Q1 2021 in Review

Visionary Wealth Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2021, closing a stake of 2,408 shares — an estimated $289K sold.

Visionary Wealth Advisors first reported a position in LGLV in Q4 2019 and held it in 5 quarters. The position peaked at $900K in Q2 2020. 114 funds tracked by Wall St. Rank hold LGLV as of Q1 2021.

Visionary Wealth Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2021 after selling out during the quarter.
Visionary Wealth Advisors sold 2,408 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2021, an estimated $289K.
Visionary Wealth Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 5 quarters.
Visionary Wealth Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $900K in Q2 2020.
114 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2021.

Based on Visionary Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.