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

BCS 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
2022 Q1	–	Sell	-2,921	Closed	-$200K	–	208
2021 Q4	$200K	Buy	+2,921	New	+$188K	0.07%	193
2020 Q3	–	Sell	-10,307	Closed	-$512K	–	131
2020 Q2	$512K	Buy	+10,307	New	+$507K	0.31%	67
2020 Q1	–	Sell	-3,742	Closed	-$218K	–	123
2019 Q4	$218K	Buy	+3,742	New	+$215K	0.15%	101

Other funds holding SPLV

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCS Wealth Management's SPLV Position: Q1 2022 in Review

BCS Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2022, closing a stake of 2,921 shares — an estimated $200K sold.

BCS Wealth Management first reported a position in SPLV in Q4 2019 and held it in 3 quarters. The position peaked at $512K in Q2 2020. 662 funds tracked by Wall St. Rank hold SPLV as of Q1 2022.

BCS Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
BCS Wealth Management sold 2,921 Invesco S&P 500 Low Volatility ETF shares in Q1 2022, an estimated $200K.
BCS Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 3 quarters.
BCS Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $512K in Q2 2020.
662 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2022.

Based on BCS Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.