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

Atlas Private 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
2021 Q2	–	Sell	-184	Closed	-$11K	–	333
2021 Q1	$11K	Hold	184	–	–	0.01%	307
2020 Q4	$10K	Sell	184 -177	-49%	-$9.72K	0.01%	312
2020 Q3	$19K	Hold	361	–	–	0.01%	259
2020 Q2	$18K	Hold	361	–	–	0.01%	279
2020 Q1	$17K	Hold	361	–	–	0.02%	264
2019 Q4	$21K	Buy	+361	New	+$20.7K	0.02%	284

Other funds holding SPLV

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Atlas Private Wealth Management's SPLV Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2021, closing a stake of 184 shares — an estimated $11K sold.

Atlas Private Wealth Management first reported a position in SPLV in Q4 2019 and held it in 6 quarters. The position peaked at $21K in Q4 2019. 584 funds tracked by Wall St. Rank hold SPLV as of Q2 2021.

Atlas Private Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 184 Invesco S&P 500 Low Volatility ETF shares in Q2 2021, an estimated $11K.
Atlas Private Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $21K in Q4 2019.
584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.