FAS Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

FAS Wealth Partners’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 Q4	–	Sell	-149	Closed	-$8K	–	343
2020 Q3	$8K	Buy	149 +1	+0.7%	+$53	﹤0.01%	305
2020 Q2	$7K	Sell	148 -46	-24%	-$2.26K	﹤0.01%	295
2020 Q1	$9K	Buy	194 +2	+1%	+$112	﹤0.01%	279
2019 Q4	$11K	Buy	+192	New	+$11K	﹤0.01%	271

Other funds holding SPLV

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAS Wealth Partners's SPLV Position: Q4 2020 in Review

FAS Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2020, closing a stake of 149 shares — an estimated $8K sold.

FAS Wealth Partners first reported a position in SPLV in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 593 funds tracked by Wall St. Rank hold SPLV as of Q4 2020.

FAS Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
FAS Wealth Partners sold 149 Invesco S&P 500 Low Volatility ETF shares in Q4 2020, an estimated $8K.
FAS Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 4 quarters.
FAS Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $11K in Q4 2019.
593 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2020.

Based on FAS Wealth Partners's 13F filing for Q4 2020, filed 10 Feb 2021.