Wealthcare Advisory Partners’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Wealthcare Advisory Partners’s Portfolio SMLV Stock Details SMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-159	Closed	-$15K	–	1434
2019 Q3	$15K	Hold	159	–	–	﹤0.01%	830
2019 Q2	$15K	Hold	159	–	–	﹤0.01%	802
2019 Q1	$15K	Buy	+159	New	+$14.4K	﹤0.01%	731

Other funds holding SMLV

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Wealthcare Advisory Partners's SMLV Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2019, closing a stake of 159 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in SMLV in Q1 2019 and held it in 3 quarters. The position peaked at $15K in Q3 2019. 88 funds tracked by Wall St. Rank hold SMLV as of Q4 2019.

Wealthcare Advisory Partners reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 159 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2019, an estimated $15K.
Wealthcare Advisory Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2019 and held it in 3 quarters.
Wealthcare Advisory Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $15K in Q3 2019.
88 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.