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Farmers & Merchants Trust Company’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Farmers & Merchants Trust Company’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
2020
Q2 		– Sell
-4,675
Closed -$220K – 136
2020
Q1 		$220K Hold
4,675
– – 0.12% 114
2019
Q4 		$273K Buy
+4,675
New +$268K 0.11% 123

Other funds holding SPLV

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Farmers & Merchants Trust Company's SPLV Position: Q2 2020 in Review

Farmers & Merchants Trust Company sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2020, closing a stake of 4,675 shares — an estimated $220K sold.

Farmers & Merchants Trust Company first reported a position in SPLV in Q4 2019 and held it in 2 quarters. The position peaked at $273K in Q4 2019. 567 funds tracked by Wall St. Rank hold SPLV as of Q2 2020.

  • Farmers & Merchants Trust Company reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Farmers & Merchants Trust Company sold 4,675 Invesco S&P 500 Low Volatility ETF shares in Q2 2020, an estimated $220K.
  • Farmers & Merchants Trust Company first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 2 quarters.
  • Farmers & Merchants Trust Company's Invesco S&P 500 Low Volatility ETF position peaked at $273K in Q4 2019.
  • 567 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2020.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2020, filed 30 Jul 2020.