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Asset Planning Services (Pennsylvania)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q4 		– Sell
-33
Closed -$2K – 304
2017
Q3 		$2K Buy
+33
New +$1.5K ﹤0.01% 278

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Asset Planning Services (Pennsylvania)'s SPLV Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2017, closing a stake of 33 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in SPLV in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 372 funds tracked by Wall St. Rank hold SPLV as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 33 Invesco S&P 500 Low Volatility ETF shares in Q4 2017, an estimated $2K.
  • Asset Planning Services (Pennsylvania) first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2017 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Invesco S&P 500 Low Volatility ETF position peaked at $2K in Q3 2017.
  • 372 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.