Doyle Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Doyle Wealth Management’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 Q3	–	Sell	-1,997	Closed	-$110K	–	683
2019 Q2	$110K	Buy	+1,997	New	+$107K	0.02%	254
2019 Q1	–	Sell	-1,997	Closed	-$93K	–	667
2018 Q4	$93K	Buy	+1,997	New	+$96.8K	0.02%	267

Other funds holding SPLV

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Doyle Wealth Management's SPLV Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2019, closing a stake of 1,997 shares — an estimated $110K sold.

Doyle Wealth Management first reported a position in SPLV in Q4 2018 and held it in 2 quarters. The position peaked at $110K in Q2 2019. 540 funds tracked by Wall St. Rank hold SPLV as of Q3 2019.

Doyle Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,997 Invesco S&P 500 Low Volatility ETF shares in Q3 2019, an estimated $110K.
Doyle Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $110K in Q2 2019.
540 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.