Hefty Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Hefty Wealth 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
2017 Q1	–	Sell	-7,619	Closed	-$316K	–	264
2016 Q4	$316K	Sell	7,619 -55	-0.7%	-$2.24K	0.26%	67
2016 Q3	$318K	Sell	7,674 -4,149	-35%	-$175K	0.24%	79
2016 Q2	$505K	Buy	+11,823	New	+$480K	0.42%	71

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Hefty Wealth Partners's SPLV Position: Q1 2017 in Review

Hefty Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2017, closing a stake of 7,619 shares — an estimated $316K sold.

Hefty Wealth Partners first reported a position in SPLV in Q2 2016 and held it in 3 quarters. The position peaked at $505K in Q2 2016. 289 funds tracked by Wall St. Rank hold SPLV as of Q1 2017.

Hefty Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
Hefty Wealth Partners sold 7,619 Invesco S&P 500 Low Volatility ETF shares in Q1 2017, an estimated $316K.
Hefty Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2016 and held it in 3 quarters.
Hefty Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $505K in Q2 2016.
289 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.