Founders Bank & Trust’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Founders Bank & Trust’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
2014 Q4	$9K	Hold	235	–	–	﹤0.01%	303
2014 Q3	$8K	Hold	235	–	–	﹤0.01%	308
2014 Q2	$8K	Hold	235	–	–	﹤0.01%	304
2014 Q1	$8K	Hold	235	–	–	﹤0.01%	304
2013 Q4	$7K	Hold	235	–	–	﹤0.01%	330
2013 Q3	$7K	Hold	235	–	–	﹤0.01%	295
2013 Q2	$7K	Buy	+235	New	+$7.41K	﹤0.01%	281

Other funds holding SPLV

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KWILP

Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return

Founders Bank & Trust's SPLV Position: Q4 2014 in Review

Founders Bank & Trust held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q4 2014 at 235 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Founders Bank & Trust first reported a position in SPLV in Q2 2013 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold SPLV as of Q4 2014.

Founders Bank & Trust held 235 shares of Invesco S&P 500 Low Volatility ETF worth $9K as of Q4 2014.
Founders Bank & Trust left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q4 2014.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #303 holding.
Founders Bank & Trust first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and has held it in 7 quarters since.
213 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.