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Baron Silver Stevens Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		– Sell
-2,559
Closed -$143K – 400
2020
Q4 		$143K Buy
+2,559
New +$141K 0.05% 76

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's SPLV Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2021, closing a stake of 2,559 shares — an estimated $143K sold.

Baron Silver Stevens Financial Advisors first reported a position in SPLV in Q4 2020 and held it in 1 quarter. The position peaked at $143K in Q4 2020. 569 funds tracked by Wall St. Rank hold SPLV as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 2,559 Invesco S&P 500 Low Volatility ETF shares in Q1 2021, an estimated $143K.
  • Baron Silver Stevens Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $143K in Q4 2020.
  • 569 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.