FMWA
SPLV icon

Forvis Mazars Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Forvis Mazars Wealth Advisors’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
2018
Q2 		– Sell
-10,385
Closed -$488K – 243
2018
Q1 		$488K Hold
10,385
– – 0.05% 144
2017
Q4 		$496K Buy
+10,385
New +$490K 0.05% 154

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPLV Position: Q2 2018 in Review

Forvis Mazars Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2018, closing a stake of 10,385 shares — an estimated $488K sold.

Forvis Mazars Wealth Advisors first reported a position in SPLV in Q4 2017 and held it in 2 quarters. The position peaked at $496K in Q4 2017. 363 funds tracked by Wall St. Rank hold SPLV as of Q2 2018.

  • Forvis Mazars Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 10,385 Invesco S&P 500 Low Volatility ETF shares in Q2 2018, an estimated $488K.
  • Forvis Mazars Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $496K in Q4 2017.
  • 363 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2018, filed 13 Jul 2018.