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

WealthPLAN 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	–	Sell	-2,015	Closed	-$242K	–	273
2019 Q4	$242K	Sell	2,015 -1,006	-33%	-$113K	0.03%	221
2019 Q3	$338K	Buy	3,021 +910	+43%	+$100K	0.05%	174
2019 Q2	$233K	Buy	+2,111	New	+$220K	0.04%	213

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

WealthPLAN Partners's LGLV Position: Q1 2020 in Review

WealthPLAN Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2020, closing a stake of 2,015 shares — an estimated $242K sold.

WealthPLAN Partners first reported a position in LGLV in Q2 2019 and held it in 3 quarters. The position peaked at $338K in Q3 2019. 138 funds tracked by Wall St. Rank hold LGLV as of Q1 2020.

WealthPLAN Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
WealthPLAN Partners sold 2,015 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2020, an estimated $242K.
WealthPLAN Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 3 quarters.
WealthPLAN Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $338K in Q3 2019.
138 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2020.

Based on WealthPLAN Partners's 13F filing for Q1 2020, filed 15 May 2020.