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Bellwether Investment Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-2,518
Closed -$109K – 530
2017
Q1 		$109K Buy
2,518
+229
+10% +$9.77K 0.29% 84
2016
Q4 		$95K Buy
+2,289
New +$93.3K 0.09% 206
2016
Q2 		$68K Buy
+1,599
New +$65K 0.07% 209

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bellwether Investment Group's SPLV Position: Q2 2017 in Review

Bellwether Investment Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2017, closing a stake of 2,518 shares — an estimated $109K sold.

Bellwether Investment Group first reported a position in SPLV in Q2 2016 and held it in 3 quarters. The position peaked at $109K in Q1 2017. 302 funds tracked by Wall St. Rank hold SPLV as of Q2 2017.

  • Bellwether Investment Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,518 Invesco S&P 500 Low Volatility ETF shares in Q2 2017, an estimated $109K.
  • Bellwether Investment Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Invesco S&P 500 Low Volatility ETF position peaked at $109K in Q1 2017.
  • 302 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.