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Cypress Wealth Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Cypress Wealth 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
Q2 		– Sell
-7,523
Closed -$396K – 268
2019
Q1 		$396K Buy
+7,523
New +$377K 0.13% 144

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cypress Wealth Services's SPLV Position: Q2 2019 in Review

Cypress Wealth Services sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2019, closing a stake of 7,523 shares — an estimated $396K sold.

Cypress Wealth Services first reported a position in SPLV in Q1 2019 and held it in 1 quarter. The position peaked at $396K in Q1 2019. 522 funds tracked by Wall St. Rank hold SPLV as of Q2 2019.

  • Cypress Wealth Services reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 7,523 Invesco S&P 500 Low Volatility ETF shares in Q2 2019, an estimated $396K.
  • Cypress Wealth Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and held it in 1 quarter.
  • Cypress Wealth Services's Invesco S&P 500 Low Volatility ETF position peaked at $396K in Q1 2019.
  • 522 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2019.

Based on Cypress Wealth Services's 13F filing for Q2 2019, filed 24 Jul 2019.