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

IBEX 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	–	Sell	-62	Closed	-$3K	–	347
2019 Q2	$3K	Buy	+62	New	+$3.33K	﹤0.01%	393
2017 Q4	–	Sell	-6,526	Closed	-$301K	–	131
2017 Q3	$301K	Hold	6,526	–	–	0.11%	110
2017 Q2	$291K	Buy	+6,526	New	+$289K	0.11%	111
2016 Q4	–	Sell	-65,086	Closed	-$2.7M	–	467
2016 Q3	$2.7M	Buy	+65,086	New	+$2.75M	1.48%	23

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

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

IBEX Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2019, closing a stake of 62 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in SPLV in Q3 2016 and held it in 4 quarters. The position peaked at $2.7M in Q3 2016. 540 funds tracked by Wall St. Rank hold SPLV as of Q3 2019.

IBEX Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 62 Invesco S&P 500 Low Volatility ETF shares in Q3 2019, an estimated $3K.
IBEX Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2016 and held it in 4 quarters.
IBEX Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $2.7M in Q3 2016.
540 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.