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Cardan Capital Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Cardan Capital Partners’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
Q1 		– Sell
-9,045
Closed -$349K – 112
2015
Q4 		$349K Buy
+9,045
New +$345K 0.15% 76

Other funds holding SPLV

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Cardan Capital Partners's SPLV Position: Q1 2016 in Review

Cardan Capital Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2016, closing a stake of 9,045 shares — an estimated $349K sold.

Cardan Capital Partners first reported a position in SPLV in Q4 2015 and held it in 1 quarter. The position peaked at $349K in Q4 2015. 263 funds tracked by Wall St. Rank hold SPLV as of Q1 2016.

  • Cardan Capital Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2016 after selling out during the quarter.
  • Cardan Capital Partners sold 9,045 Invesco S&P 500 Low Volatility ETF shares in Q1 2016, an estimated $349K.
  • Cardan Capital Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and held it in 1 quarter.
  • Cardan Capital Partners's Invesco S&P 500 Low Volatility ETF position peaked at $349K in Q4 2015.
  • 263 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2016.

Based on Cardan Capital Partners's 13F filing for Q1 2016, filed 16 May 2016.