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FundX Investment Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

FundX Investment Group’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
Q3 		– Sell
-5,265
Closed -$262K – 40
2020
Q2 		$262K Sell
5,265
-14,366
-73% -$706K 0.11% 33
2020
Q1 		$921K Sell
19,631
-691,854
-97% -$38.7M 0.34% 25
2019
Q4 		$41.5M Buy
711,485
+20,894
+3% +$1.2M 11.19% 3
2019
Q3 		$40M Sell
690,591
-777
-0.1% -$43.8K 14.2% 1
2019
Q2 		$38M Buy
691,368
+74,097
+12% +$3.98M 15.73% 1
2019
Q1 		$32.5M Buy
617,271
+273,883
+80% +$13.7M 11.03% 1
2018
Q4 		$16M Buy
+343,388
New +$16.7M 5.96% 6
2016
Q4 		– Sell
-887,556
Closed -$36.8M – 51
2016
Q3 		$36.8M Sell
887,556
-230,629
-21% -$9.75M 9.42% 3
2016
Q2 		$47.8M Buy
1,118,185
+1,420
+0.1% +$57.7K 11.95% 1
2016
Q1 		$45M Buy
1,116,765
+193,739
+21% +$7.39M 11.21% 2
2015
Q4 		$35.6M Buy
923,026
+734,353
+389% +$28M 11.71% 4
2015
Q3 		$6.79M Buy
+188,673
New +$6.99M 3.34% 8
2015
Q2 		– Sell
-1,153,286
Closed -$43.7M – 27
2015
Q1 		$43.7M Buy
1,153,286
+348,294
+43% +$13.3M 13.5% 2
2014
Q4 		$30.6M Buy
+804,992
New +$29.5M 9.17% 5

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FundX Investment Group's SPLV Position: Q3 2020 in Review

FundX Investment Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2020, closing a stake of 5,265 shares — an estimated $262K sold.

FundX Investment Group first reported a position in SPLV in Q4 2014 and held it in 14 quarters. The position peaked at $47.8M in Q2 2016. 559 funds tracked by Wall St. Rank hold SPLV as of Q3 2020.

  • FundX Investment Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • FundX Investment Group sold 5,265 Invesco S&P 500 Low Volatility ETF shares in Q3 2020, an estimated $262K.
  • FundX Investment Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2014 and held it in 14 quarters.
  • FundX Investment Group's Invesco S&P 500 Low Volatility ETF position peaked at $47.8M in Q2 2016.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2020.

Based on FundX Investment Group's 13F filing for Q3 2020, filed 29 Oct 2020.