20/20 Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

20/20 Capital Management’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
2021 Q2	$309K	Hold	5,077	–	–	0.08%	131
2021 Q1	$295K	Sell	5,077 -40	-0.8%	-$2.25K	0.09%	131
2020 Q4	$286K	Hold	5,117	–	–	0.08%	137
2020 Q3	$274K	Hold	5,117	–	–	0.1%	123
2020 Q2	$276K	Buy	5,117 +200	+4%	+$9.83K	0.11%	114
2020 Q1	$239K	Sell	4,917 -71	-1%	-$3.97K	0.11%	126
2019 Q4	$303K	Buy	+4,988	New	+$286K	0.12%	117

Other funds holding SPLV

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

20/20 Capital Management's SPLV Position: Q2 2021 in Review

20/20 Capital Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2021 at 5,077 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #131.

20/20 Capital Management first reported a position in SPLV in Q4 2019 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold SPLV as of Q2 2021.

20/20 Capital Management held 5,077 shares of Invesco S&P 500 Low Volatility ETF worth $309K as of Q2 2021.
20/20 Capital Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2021.
Invesco S&P 500 Low Volatility ETF made up 0.08% of 20/20 Capital Management's portfolio in Q2 2021, its #131 holding.
20/20 Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 7 quarters since.
584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.