Argent Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Argent Wealth 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
2020 Q2	$372K	Buy	6,875 +1,140	+20%	+$56K	0.06%	128
2020 Q1	$274K	Sell	5,735 -1,750	-23%	-$98K	0.06%	136
2019 Q4	$437K	Buy	+7,485	New	+$429K	0.07%	127

Other funds holding SPLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Argent Wealth Management's SPLV Position: Q2 2020 in Review

Argent Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 20% in Q2 2020, buying an estimated $56K and bringing the position to 6,875 shares worth $372K. The position accounts for 0.06% of the portfolio, ranked #128.

Argent Wealth Management first reported a position in SPLV in Q4 2019 and has held it in 3 quarters since. The position peaked at $437K in Q4 2019. 567 funds tracked by Wall St. Rank hold SPLV as of Q2 2020.

Argent Wealth Management held 6,875 shares of Invesco S&P 500 Low Volatility ETF worth $372K as of Q2 2020.
Argent Wealth Management bought 1,140 Invesco S&P 500 Low Volatility ETF shares in Q2 2020, an estimated $56K.
Invesco S&P 500 Low Volatility ETF made up 0.06% of Argent Wealth Management's portfolio in Q2 2020, its #128 holding.
Argent Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 3 quarters since.
Argent Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $437K in Q4 2019.
567 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.