22CM
SPLV icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return