Emery Howard Portfolio Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Emery Howard Portfolio 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
2021 Q4	$684K	Sell	9,970 -218	-2%	-$14K	0.09%	30
2021 Q3	$620K	Hold	10,188	–	–	0.09%	30
2021 Q2	$621K	Hold	10,188	–	–	0.09%	29
2021 Q1	$592K	Hold	10,188	–	–	0.1%	25
2020 Q4	$573K	Hold	10,188	–	–	0.1%	23
2020 Q3	$546K	Hold	10,188	–	–	0.11%	23
2020 Q2	$506K	Hold	10,188	–	–	0.11%	25
2020 Q1	$478K	Hold	10,188	–	–	0.12%	26
2019 Q4	$594K	Hold	10,188	–	–	0.11%	25
2019 Q3	$590K	Hold	10,188	–	–	0.12%	25
2019 Q2	$561K	Hold	10,188	–	–	0.11%	25
2019 Q1	$536K	Hold	10,188	–	–	0.11%	25
2018 Q4	$475K	Hold	10,188	–	–	0.11%	27
2018 Q3	$505K	Hold	10,188	–	–	0.1%	24
2018 Q2	$483K	Hold	10,188	–	–	0.1%	25
2018 Q1	$479K	Sell	10,188 -141	-1%	-$6.67K	0.1%	25
2017 Q4	$493K	Sell	10,329 -10,645	-51%	-$502K	0.11%	24
2017 Q3	$960K	Hold	20,974	–	–	0.21%	21
2017 Q2	$938K	Hold	20,974	–	–	0.2%	21
2017 Q1	$912K	Hold	20,974	–	–	0.21%	22
2016 Q4	$872K	Hold	20,974	–	–	0.21%	23
2016 Q3	$870K	Hold	20,974	–	–	0.21%	22
2016 Q2	$897K	Hold	20,974	–	–	0.22%	22
2016 Q1	$846K	Hold	20,974	–	–	0.21%	24
2015 Q4	$809K	Sell	20,974 -78	-0.4%	-$2.98K	0.21%	24
2015 Q3	$757K	Hold	21,052	–	–	0.21%	26
2015 Q2	$771K	Sell	21,052 -620	-3%	-$23.2K	0.2%	26
2015 Q1	$822K	Buy	+21,672	New	+$826K	0.21%	26

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Emery Howard Portfolio Management's SPLV Position: Q4 2021 in Review

Emery Howard Portfolio Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 2.1% in Q4 2021, selling an estimated $14K and leaving 9,970 shares worth $684K. The position accounts for 0.09% of the portfolio, ranked #30.

Emery Howard Portfolio Management first reported a position in SPLV in Q1 2015 and has held it in 28 quarters since. The position peaked at $960K in Q3 2017. 664 funds tracked by Wall St. Rank hold SPLV as of Q4 2021.

Emery Howard Portfolio Management held 9,970 shares of Invesco S&P 500 Low Volatility ETF worth $684K as of Q4 2021.
Emery Howard Portfolio Management sold 218 Invesco S&P 500 Low Volatility ETF shares in Q4 2021, an estimated $14K.
Invesco S&P 500 Low Volatility ETF made up 0.09% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #30 holding.
Emery Howard Portfolio Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2015 and has held it in 28 quarters since.
Emery Howard Portfolio Management's Invesco S&P 500 Low Volatility ETF position peaked at $960K in Q3 2017.
664 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.