1834 Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

1834 Investment 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
2020 Q2	–	Sell	-355	Closed	-$17K	–	466
2020 Q1	$17K	Hold	355	–	–	﹤0.01%	310
2019 Q4	$21K	Hold	355	–	–	﹤0.01%	326
2019 Q3	$21K	Hold	355	–	–	﹤0.01%	322
2019 Q2	$20K	Buy	+355	New	+$19.1K	﹤0.01%	339
2018 Q2	–	Sell	-646	Closed	-$30K	–	462
2018 Q1	$30K	Buy	+646	New	+$30.6K	0.01%	317

Other funds holding SPLV

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

DCC

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

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

1834 Investment Advisors's SPLV Position: Q2 2020 in Review

1834 Investment Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2020, closing a stake of 355 shares — an estimated $17K sold.

1834 Investment Advisors first reported a position in SPLV in Q1 2018 and held it in 5 quarters. The position peaked at $30K in Q1 2018. 567 funds tracked by Wall St. Rank hold SPLV as of Q2 2020.

1834 Investment Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
1834 Investment Advisors sold 355 Invesco S&P 500 Low Volatility ETF shares in Q2 2020, an estimated $17K.
1834 Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2018 and held it in 5 quarters.
1834 Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $30K in Q1 2018.
567 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2020.

Based on 1834 Investment Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.