180 Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

180 Wealth Advisors’s Portfolio SPLV Stock Details SPLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,105	Closed	-$217K	–	260
2019 Q1	$217K	Sell	4,105 -240	-6%	-$12K	0.1%	232
2018 Q4	$215K	Hold	4,345	–	–	0.1%	233
2018 Q3	$215K	Hold	4,345	–	–	0.1%	233
2018 Q2	$206K	Hold	4,345	–	–	0.1%	226
2018 Q1	$204K	Buy	+4,345	New	+$206K	0.11%	219

Other funds holding SPLV

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

180 Wealth Advisors's SPLV Position: Q2 2019 in Review

180 Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2019, closing a stake of 4,105 shares — an estimated $217K sold.

180 Wealth Advisors first reported a position in SPLV in Q1 2018 and held it in 5 quarters. The position peaked at $217K in Q1 2019. 522 funds tracked by Wall St. Rank hold SPLV as of Q2 2019.

180 Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
180 Wealth Advisors sold 4,105 Invesco S&P 500 Low Volatility ETF shares in Q2 2019, an estimated $217K.
180 Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2018 and held it in 5 quarters.
180 Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $217K in Q1 2019.
522 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2019.

Based on 180 Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.