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

Clarus Wealth 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 Q1	–	Sell	-110,457	Closed	-$6.43M	–	146
2019 Q4	$6.43M	Buy	110,457 +16,033	+17%	+$920K	4.25%	5
2019 Q3	$5.47M	Buy	94,424 +6,419	+7%	+$362K	4%	5
2019 Q2	$4.84M	Buy	88,005 +9,356	+12%	+$503K	3.5%	7
2019 Q1	$4.14M	Buy	78,649 +73,573	+1,449%	+$3.69M	3.1%	7
2018 Q4	$237K	Sell	5,076 -178	-3%	-$8.63K	0.37%	60
2018 Q3	$260K	Buy	5,254 +904	+21%	+$44.4K	0.17%	87
2018 Q2	$204K	Hold	4,350	–	–	0.15%	111
2018 Q1	$204K	Sell	4,350 -10	-0.2%	-$473	0.19%	111
2017 Q4	$208K	Buy	+4,360	New	+$206K	0.2%	107

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarus Wealth Advisors's SPLV Position: Q1 2020 in Review

Clarus Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2020, closing a stake of 110,457 shares — an estimated $6.43M sold.

Clarus Wealth Advisors first reported a position in SPLV in Q4 2017 and held it in 9 quarters. The position peaked at $6.43M in Q4 2019. 595 funds tracked by Wall St. Rank hold SPLV as of Q1 2020.

Clarus Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 110,457 Invesco S&P 500 Low Volatility ETF shares in Q1 2020, an estimated $6.43M.
Clarus Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and held it in 9 quarters.
Clarus Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $6.43M in Q4 2019.
595 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2020.

Based on Clarus Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.