Core Wealth Advisors (Florida)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Core Wealth Advisors (Florida)’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
2021 Q2	–	Sell	-45	Closed	-$3K	–	205
2021 Q1	$3K	Hold	45	–	–	﹤0.01%	154
2020 Q4	$3K	Hold	45	–	–	﹤0.01%	157
2020 Q3	$2K	Hold	45	–	–	﹤0.01%	137
2020 Q2	$2K	Sell	45 -78	-63%	-$3.83K	﹤0.01%	113
2020 Q1	$6K	Hold	123	–	–	﹤0.01%	100
2019 Q4	$7K	Buy	+123	New	+$7.06K	﹤0.01%	94

Other funds holding SPLV

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Core Wealth Advisors (Florida)'s SPLV Position: Q2 2021 in Review

Core Wealth Advisors (Florida) sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2021, closing a stake of 45 shares — an estimated $3K sold.

Core Wealth Advisors (Florida) first reported a position in SPLV in Q4 2019 and held it in 6 quarters. The position peaked at $7K in Q4 2019. 584 funds tracked by Wall St. Rank hold SPLV as of Q2 2021.

Core Wealth Advisors (Florida) reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 45 Invesco S&P 500 Low Volatility ETF shares in Q2 2021, an estimated $3K.
Core Wealth Advisors (Florida) first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s Invesco S&P 500 Low Volatility ETF position peaked at $7K in Q4 2019.
584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2021, filed 3 Aug 2021.