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Arcadia Investment Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Arcadia Investment 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
2018
Q1 		– Sell
-305
Closed -$15K – 359
2017
Q4 		$15K Hold
305
– – ﹤0.01% 310
2017
Q3 		$14K Buy
+305
New +$13.8K ﹤0.01% 322

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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arcadia Investment Management's SPLV Position: Q1 2018 in Review

Arcadia Investment Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2018, closing a stake of 305 shares — an estimated $15K sold.

Arcadia Investment Management first reported a position in SPLV in Q3 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 368 funds tracked by Wall St. Rank hold SPLV as of Q1 2018.

  • Arcadia Investment Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2018 after selling out during the quarter.
  • Arcadia Investment Management sold 305 Invesco S&P 500 Low Volatility ETF shares in Q1 2018, an estimated $15K.
  • Arcadia Investment Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2017 and held it in 2 quarters.
  • Arcadia Investment Management's Invesco S&P 500 Low Volatility ETF position peaked at $15K in Q4 2017.
  • 368 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2018.

Based on Arcadia Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.