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Denver PWM’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Denver PWM’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
Q4 		– Sell
-146
Closed -$8.43K – 194
2019
Q3 		$8.43K Buy
+146
New +$8.23K 0.01% 187

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
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

Denver PWM's SPLV Position: Q4 2019 in Review

Denver PWM sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2019, closing a stake of 146 shares — an estimated $8.43K sold.

Denver PWM first reported a position in SPLV in Q3 2019 and held it in 1 quarter. The position peaked at $8.43K in Q3 2019. 633 funds tracked by Wall St. Rank hold SPLV as of Q4 2019.

  • Denver PWM reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 146 Invesco S&P 500 Low Volatility ETF shares in Q4 2019, an estimated $8.43K.
  • Denver PWM first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2019 and held it in 1 quarter.
  • Denver PWM's Invesco S&P 500 Low Volatility ETF position peaked at $8.43K in Q3 2019.
  • 633 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.