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

Wealthquest’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
2019
Q4 		$223K Sell
1,954
-240
-11% -$26.8K 0.06% 125
2019
Q3 		$244K Buy
+2,194
New +$242K 0.08% 116

Other funds holding LGLV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Wealthquest's LGLV Position: Q4 2019 in Review

Wealthquest reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 11% in Q4 2019, selling an estimated $26.8K and leaving 1,954 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #125.

Wealthquest first reported a position in LGLV in Q3 2019 and has held it in 2 quarters since. The position peaked at $244K in Q3 2019. 141 funds tracked by Wall St. Rank hold LGLV as of Q4 2019.

  • Wealthquest held 1,954 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $223K as of Q4 2019.
  • Wealthquest sold 240 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2019, an estimated $26.8K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.06% of Wealthquest's portfolio in Q4 2019, its #125 holding.
  • Wealthquest first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 2 quarters since.
  • Wealthquest's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $244K in Q3 2019.
  • 141 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.