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

AmeriServ 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
Q3 		– Sell
-41,118
Closed -$2.26M – 73
2019
Q2 		$2.26M Buy
+41,118
New +$2.21M 2.95% 4

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AmeriServ Wealth Advisors's SPLV Position: Q3 2019 in Review

AmeriServ Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2019, closing a stake of 41,118 shares — an estimated $2.26M sold.

AmeriServ Wealth Advisors first reported a position in SPLV in Q2 2019 and held it in 1 quarter. The position peaked at $2.26M in Q2 2019. 540 funds tracked by Wall St. Rank hold SPLV as of Q3 2019.

  • AmeriServ Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 41,118 Invesco S&P 500 Low Volatility ETF shares in Q3 2019, an estimated $2.26M.
  • AmeriServ Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2019 and held it in 1 quarter.
  • AmeriServ Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $2.26M in Q2 2019.
  • 540 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.