Gryphon Financial Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Gryphon Financial 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
2019 Q1	–	Sell	-58,491	Closed	-$2.78M	–	176
2018 Q4	$2.78M	Buy	+58,491	New	+$2.84M	0.71%	26
2018 Q3	–	Sell	-1,050	Closed	-$50K	–	723
2018 Q2	$50K	Hold	1,050	–	–	0.02%	225
2018 Q1	$49K	Hold	1,050	–	–	0.03%	230
2017 Q4	$50K	Buy	+1,050	New	+$49.5K	0.03%	244

Other funds holding SPLV

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Gryphon Financial Partners's SPLV Position: Q1 2019 in Review

Gryphon Financial Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2019, closing a stake of 58,491 shares — an estimated $2.78M sold.

Gryphon Financial Partners first reported a position in SPLV in Q4 2017 and held it in 4 quarters. The position peaked at $2.78M in Q4 2018. 492 funds tracked by Wall St. Rank hold SPLV as of Q1 2019.

Gryphon Financial Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
Gryphon Financial Partners sold 58,491 Invesco S&P 500 Low Volatility ETF shares in Q1 2019, an estimated $2.78M.
Gryphon Financial Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and held it in 4 quarters.
Gryphon Financial Partners's Invesco S&P 500 Low Volatility ETF position peaked at $2.78M in Q4 2018.
492 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2019.

Based on Gryphon Financial Partners's 13F filing for Q1 2019, filed 7 May 2019.