Cypress Capital Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Cypress Capital Group’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	-4,585	Closed	-$267K	–	236
2019 Q4	$267K	Sell	4,585 -9,970	-68%	-$572K	0.05%	214
2019 Q3	$843K	Buy	+14,555	New	+$821K	0.16%	123
2016 Q4	–	Sell	-6,191	Closed	-$257K	–	193
2016 Q3	$257K	Buy	+6,191	New	+$262K	0.06%	160

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

Cypress Capital Group's SPLV Position: Q1 2020 in Review

Cypress Capital Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2020, closing a stake of 4,585 shares — an estimated $267K sold.

Cypress Capital Group first reported a position in SPLV in Q3 2016 and held it in 3 quarters. The position peaked at $843K in Q3 2019. 595 funds tracked by Wall St. Rank hold SPLV as of Q1 2020.

Cypress Capital Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Cypress Capital Group sold 4,585 Invesco S&P 500 Low Volatility ETF shares in Q1 2020, an estimated $267K.
Cypress Capital Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2016 and held it in 3 quarters.
Cypress Capital Group's Invesco S&P 500 Low Volatility ETF position peaked at $843K in Q3 2019.
595 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2020.

Based on Cypress Capital Group's 13F filing for Q1 2020, filed 8 Apr 2020.