Cascadia Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$1.83M	Buy	+31,426	New	+$1.8M	0.52%	63

Other funds holding SPLV

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

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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

Cascadia Advisory Services's SPLV Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2019: 31,426 shares worth $1.83M. The stake represents 0.52% of the portfolio and ranks #63 among its holdings.

633 funds tracked by Wall St. Rank hold SPLV as of Q4 2019.

Cascadia Advisory Services held 31,426 shares of Invesco S&P 500 Low Volatility ETF worth $1.83M as of Q4 2019.
Invesco S&P 500 Low Volatility ETF was a new Cascadia Advisory Services position in Q4 2019.
Invesco S&P 500 Low Volatility ETF made up 0.52% of Cascadia Advisory Services's portfolio in Q4 2019, its #63 holding.
633 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.