Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LOWE WEALTH ADVISORS LLC 04-10-2020 03-31-2020 331 142,014,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF ETF 1 $38,742,000 150,309 27.28 26.83 -975 -0.64 03-31-2020
iShares Tr MSCI USA MinVolatility ETF 2 $19,423,000 359,622 13.68 14.37 -15,536 -4.14 03-31-2020
Invesco QQQ Trust UNIT SER 1 3 $14,900,000 78,255 10.49 9.35 -4,582 -5.53 03-31-2020
iShares Gold Trust ETF 4 $11,296,000 749,567 7.95 5.89 50,668 7.25 03-31-2020
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