Altshuler Shaham’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Altshuler Shaham’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	-333	Closed	-$5K	–	392
2019 Q1	$5K	Buy	+333	New	+$16.7K	﹤0.01%	285
2018 Q4	–	Sell	-333	Closed	-$5K	–	300
2018 Q3	$5K	Buy	+333	New	+$16.4K	﹤0.01%	242

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

Altshuler Shaham's SPLV Position: Q2 2019 in Review

Altshuler Shaham sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2019, closing a stake of 333 shares — an estimated $5K sold.

Altshuler Shaham first reported a position in SPLV in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 522 funds tracked by Wall St. Rank hold SPLV as of Q2 2019.

Altshuler Shaham reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
Altshuler Shaham sold 333 Invesco S&P 500 Low Volatility ETF shares in Q2 2019, an estimated $5K.
Altshuler Shaham first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2018 and held it in 2 quarters.
Altshuler Shaham's Invesco S&P 500 Low Volatility ETF position peaked at $5K in Q1 2019.
522 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2019.

Based on Altshuler Shaham's 13F filing for Q2 2019, filed 6 Aug 2019.