Aspire Private Capital’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Aspire Private Capital’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	-151	Closed	-$8K	–	538
2019 Q2	$8K	Buy	+151	New	+$8.12K	﹤0.01%	290
2019 Q1	–	Sell	-492	Closed	-$23K	–	598
2018 Q4	$23K	Buy	+492	New	+$23.9K	0.01%	255

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

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

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

Aspire Private Capital's SPLV Position: Q3 2019 in Review

Aspire Private Capital sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2019, closing a stake of 151 shares — an estimated $8K sold.

Aspire Private Capital first reported a position in SPLV in Q4 2018 and held it in 2 quarters. The position peaked at $23K in Q4 2018. 540 funds tracked by Wall St. Rank hold SPLV as of Q3 2019.

Aspire Private Capital reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
Aspire Private Capital sold 151 Invesco S&P 500 Low Volatility ETF shares in Q3 2019, an estimated $8K.
Aspire Private Capital first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and held it in 2 quarters.
Aspire Private Capital's Invesco S&P 500 Low Volatility ETF position peaked at $23K in Q4 2018.
540 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2019.

Based on Aspire Private Capital's 13F filing for Q3 2019, filed 12 Nov 2019.