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Great Diamond Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Great Diamond Partners’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
Q1 		– Sell
-300
Closed -$17K – 524
2019
Q4 		$17K Buy
+300
New +$17.2K 0.01% 509

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LPL Financial
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Ameriprise
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Charles Schwab
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PNC Financial Services Group
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DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Diamond Partners's SPLV Position: Q1 2020 in Review

Great Diamond Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2020, closing a stake of 300 shares — an estimated $17K sold.

Great Diamond Partners first reported a position in SPLV in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 595 funds tracked by Wall St. Rank hold SPLV as of Q1 2020.

  • Great Diamond Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 300 Invesco S&P 500 Low Volatility ETF shares in Q1 2020, an estimated $17K.
  • Great Diamond Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Invesco S&P 500 Low Volatility ETF position peaked at $17K in Q4 2019.
  • 595 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.