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

IndexIQ 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
2018 Q1	–	Sell	-70	Closed	-$3K	–	665
2017 Q4	$3K	Sell	70 -21	-23%	-$990	﹤0.01%	587
2017 Q3	$4K	Sell	91 -130,562	-100%	-$5.92M	﹤0.01%	532
2017 Q2	$5.84M	Buy	130,653 +125,587	+2,479%	+$5.57M	0.28%	58
2017 Q1	$221K	Buy	+5,066	New	+$216K	0.01%	245
2016 Q4	–	Sell	-40	Closed	-$2K	–	314
2016 Q3	$2K	Sell	40 -219,163	-100%	-$9.27M	﹤0.01%	282
2016 Q2	$9.38M	Buy	219,203 +217,431	+12,270%	+$8.84M	0.54%	35
2016 Q1	$71K	Buy	+1,772	New	+$67.6K	﹤0.01%	227

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

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

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

IndexIQ Advisors's SPLV Position: Q1 2018 in Review

IndexIQ Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2018, closing a stake of 70 shares — an estimated $3K sold.

IndexIQ Advisors first reported a position in SPLV in Q1 2016 and held it in 7 quarters. The position peaked at $9.38M in Q2 2016. 368 funds tracked by Wall St. Rank hold SPLV as of Q1 2018.

IndexIQ Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2018 after selling out during the quarter.
IndexIQ Advisors sold 70 Invesco S&P 500 Low Volatility ETF shares in Q1 2018, an estimated $3K.
IndexIQ Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2016 and held it in 7 quarters.
IndexIQ Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $9.38M in Q2 2016.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2018.

Based on IndexIQ Advisors's 13F filing for Q1 2018, filed 15 May 2018.