Guidant Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Guidant Wealth Advisors’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 Q3	$71K	Hold	1,220	–	–	0.03%	156
2019 Q2	$67K	Hold	1,220	–	–	0.03%	163
2019 Q1	$64K	Hold	1,220	–	–	0.02%	168
2018 Q4	$56K	Hold	1,220	–	–	0.03%	124
2018 Q3	$60K	Hold	1,220	–	–	0.03%	77
2018 Q2	$57K	Buy	+1,220	New	+$57.2K	0.02%	75
2017 Q3	–	Sell	-1,020	Closed	-$45K	–	223
2017 Q2	$45K	Sell	1,020 -40	-4%	-$1.77K	0.02%	117
2017 Q1	$46K	Buy	+1,060	New	+$45.2K	0.02%	115

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CSIA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Guidant Wealth Advisors's SPLV Position: Q3 2019 in Review

Guidant Wealth Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2019 at 1,220 shares worth $71K. The position accounts for 0.03% of the portfolio, ranked #156.

Guidant Wealth Advisors first reported a position in SPLV in Q1 2017 and has held it in 8 quarters since. 540 funds tracked by Wall St. Rank hold SPLV as of Q3 2019.

Guidant Wealth Advisors held 1,220 shares of Invesco S&P 500 Low Volatility ETF worth $71K as of Q3 2019.
Guidant Wealth Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2019.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #156 holding.
Guidant Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2017 and has held it in 8 quarters since.
540 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.