Gary Goldberg Planning Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Gary Goldberg Planning Services’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	$8K	Buy	+210	New	+$7.69K	﹤0.01%	369

Other funds holding SPLV

WIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

KWILP

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

Gary Goldberg Planning Services's SPLV Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2014: 210 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings.

213 funds tracked by Wall St. Rank hold SPLV as of Q4 2014.

Gary Goldberg Planning Services held 210 shares of Invesco S&P 500 Low Volatility ETF worth $8K as of Q4 2014.
Invesco S&P 500 Low Volatility ETF was a new Gary Goldberg Planning Services position in Q4 2014.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #369 holding.
213 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.