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

Executive 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
-1,296
Closed -$71K – 692
2019
Q2 		$71K Sell
1,296
-16
-1% -$860 0.01% 247
2019
Q1 		$69K Sell
1,312
-5,008
-79% -$251K 0.01% 230
2018
Q4 		$295K Buy
+6,320
New +$306K 0.05% 125

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

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

Executive Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2019, closing a stake of 1,296 shares — an estimated $71K sold.

Executive Wealth Management first reported a position in SPLV in Q4 2018 and held it in 3 quarters. The position peaked at $295K in Q4 2018. 540 funds tracked by Wall St. Rank hold SPLV as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,296 Invesco S&P 500 Low Volatility ETF shares in Q3 2019, an estimated $71K.
  • Executive Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $295K in Q4 2018.
  • 540 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.