Cetera Investment Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Cetera Investment Management’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	-5,704	Closed	-$237K	–	116
2016 Q3	$237K	Sell	5,704 -1,276	-18%	-$54K	0.15%	103
2016 Q2	$299K	Sell	6,980 -8,038	-54%	-$327K	0.18%	98
2016 Q1	$607K	Sell	15,018 -6,075	-29%	-$232K	0.31%	90
2015 Q4	$815K	Buy	+21,093	New	+$805K	0.33%	110

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

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

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

Cetera Investment Management's SPLV Position: Q4 2016 in Review

Cetera Investment Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2016, closing a stake of 5,704 shares — an estimated $237K sold.

Cetera Investment Management first reported a position in SPLV in Q4 2015 and held it in 4 quarters. The position peaked at $815K in Q4 2015. 282 funds tracked by Wall St. Rank hold SPLV as of Q4 2016.

Cetera Investment Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
Cetera Investment Management sold 5,704 Invesco S&P 500 Low Volatility ETF shares in Q4 2016, an estimated $237K.
Cetera Investment Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and held it in 4 quarters.
Cetera Investment Management's Invesco S&P 500 Low Volatility ETF position peaked at $815K in Q4 2015.
282 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2016.

Based on Cetera Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.