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Berman Capital Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Berman Capital 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
2020
Q3 		– Sell
-546
Closed -$27K – 1756
2020
Q2 		$27K Buy
+546
New +$26.8K 0.01% 467

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berman Capital Advisors's SPLV Position: Q3 2020 in Review

Berman Capital Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2020, closing a stake of 546 shares — an estimated $27K sold.

Berman Capital Advisors first reported a position in SPLV in Q2 2020 and held it in 1 quarter. The position peaked at $27K in Q2 2020. 559 funds tracked by Wall St. Rank hold SPLV as of Q3 2020.

  • Berman Capital Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 546 Invesco S&P 500 Low Volatility ETF shares in Q3 2020, an estimated $27K.
  • Berman Capital Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $27K in Q2 2020.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.