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Independent Portfolio Consultants’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Independent Portfolio Consultants’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
2016
Q1 		– Sell
-29,945
Closed -$1.16M – 800
2015
Q4 		$1.16M Buy
+29,945
New +$1.14M 0.34% 89
2014
Q4 		– Sell
-38,110
Closed -$1.33M – 869
2014
Q3 		$1.33M Buy
+38,110
New +$1.33M 0.36% 63

Other funds holding SPLV

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Independent Portfolio Consultants's SPLV Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2016, closing a stake of 29,945 shares — an estimated $1.16M sold.

Independent Portfolio Consultants first reported a position in SPLV in Q3 2014 and held it in 2 quarters. The position peaked at $1.33M in Q3 2014. 263 funds tracked by Wall St. Rank hold SPLV as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 29,945 Invesco S&P 500 Low Volatility ETF shares in Q1 2016, an estimated $1.16M.
  • Independent Portfolio Consultants first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Invesco S&P 500 Low Volatility ETF position peaked at $1.33M in Q3 2014.
  • 263 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.