Financial Management Professionals’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Financial Management Professionals’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 Q1	–	Sell	-504	Closed	-$24K	–	306
2018 Q4	$24K	Hold	504	–	–	0.02%	111
2018 Q3	$25K	Hold	504	–	–	0.01%	116
2018 Q2	$24K	Hold	504	–	–	0.01%	118
2018 Q1	$24K	Hold	504	–	–	0.01%	121
2017 Q4	$24K	Sell	504 -128	-20%	-$6.03K	0.01%	102
2017 Q3	$28K	Hold	632	–	–	0.01%	99
2017 Q2	$28K	Hold	632	–	–	0.01%	101
2017 Q1	$27K	Hold	632	–	–	0.01%	103
2016 Q4	$26K	Hold	632	–	–	0.01%	111
2016 Q3	$26K	Hold	632	–	–	0.01%	124
2016 Q2	$27K	Hold	632	–	–	0.01%	120
2016 Q1	$25K	Hold	632	–	–	0.01%	102
2015 Q4	$24K	Hold	632	–	–	0.01%	108
2015 Q3	$23K	Hold	632	–	–	0.02%	118
2015 Q2	$23K	Hold	632	–	–	0.01%	120
2015 Q1	$24K	Buy	+632	New	+$24.1K	0.01%	119
2014 Q2	–	Sell	-2,413	Closed	-$82K	–	263
2014 Q1	$82K	Hold	2,413	–	–	0.06%	63
2013 Q4	$80K	Hold	2,413	–	–	0.05%	59
2013 Q3	$75K	Hold	2,413	–	–	0.05%	63
2013 Q2	$75K	Buy	+2,413	New	+$76.1K	0.06%	61

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

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Management Professionals's SPLV Position: Q1 2019 in Review

Financial Management Professionals sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2019, closing a stake of 504 shares — an estimated $24K sold.

Financial Management Professionals first reported a position in SPLV in Q2 2013 and held it in 20 quarters. The position peaked at $82K in Q1 2014. 492 funds tracked by Wall St. Rank hold SPLV as of Q1 2019.

Financial Management Professionals reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
Financial Management Professionals sold 504 Invesco S&P 500 Low Volatility ETF shares in Q1 2019, an estimated $24K.
Financial Management Professionals first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and held it in 20 quarters.
Financial Management Professionals's Invesco S&P 500 Low Volatility ETF position peaked at $82K in Q1 2014.
492 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2019.

Based on Financial Management Professionals's 13F filing for Q1 2019, filed 22 Apr 2019.