Atwood & Palmer’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Atwood & Palmer’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 Q1	–	Sell	-244	Closed	-$10K	–	333
2016 Q4	$10K	Hold	244	–	–	﹤0.01%	267
2016 Q3	$10K	Hold	244	–	–	﹤0.01%	261
2016 Q2	$10K	Hold	244	–	–	﹤0.01%	253
2016 Q1	$10K	Hold	244	–	–	﹤0.01%	256
2015 Q4	$9K	Hold	244	–	–	﹤0.01%	328
2015 Q3	$9K	Buy	+244	New	+$9.04K	﹤0.01%	342

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Atwood & Palmer's SPLV Position: Q1 2017 in Review

Atwood & Palmer sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2017, closing a stake of 244 shares — an estimated $10K sold.

Atwood & Palmer first reported a position in SPLV in Q3 2015 and held it in 6 quarters. The position peaked at $10K in Q4 2016. 289 funds tracked by Wall St. Rank hold SPLV as of Q1 2017.

Atwood & Palmer reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
Atwood & Palmer sold 244 Invesco S&P 500 Low Volatility ETF shares in Q1 2017, an estimated $10K.
Atwood & Palmer first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2015 and held it in 6 quarters.
Atwood & Palmer's Invesco S&P 500 Low Volatility ETF position peaked at $10K in Q4 2016.
289 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.