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

BKS 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
2016
Q4 		– Sell
-3,146
Closed -$131K – 235
2016
Q3 		$131K Buy
+3,146
New +$133K 0.06% 202

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BKS Advisors's SPLV Position: Q4 2016 in Review

BKS Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2016, closing a stake of 3,146 shares — an estimated $131K sold.

BKS Advisors first reported a position in SPLV in Q3 2016 and held it in 1 quarter. The position peaked at $131K in Q3 2016. 282 funds tracked by Wall St. Rank hold SPLV as of Q4 2016.

  • BKS Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
  • BKS Advisors sold 3,146 Invesco S&P 500 Low Volatility ETF shares in Q4 2016, an estimated $131K.
  • BKS Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2016 and held it in 1 quarter.
  • BKS Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $131K in Q3 2016.
  • 282 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2016.

Based on BKS Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.