Integrated Wealth Counsel’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$32K Hold
776
0.07% 93
2016
Q3
$32K Buy
+776
New +$32.8K 0.07% 83

Other funds holding SPLV

Integrated Wealth Counsel's SPLV Position: Q4 2016 in Review

Integrated Wealth Counsel held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q4 2016 at 776 shares worth $32K. The position accounts for 0.07% of the portfolio, ranked #93.

Integrated Wealth Counsel first reported a position in SPLV in Q3 2016 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold SPLV as of Q4 2016.

  • Integrated Wealth Counsel held 776 shares of Invesco S&P 500 Low Volatility ETF worth $32K as of Q4 2016.
  • Integrated Wealth Counsel left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q4 2016.
  • Invesco S&P 500 Low Volatility ETF made up 0.07% of Integrated Wealth Counsel's portfolio in Q4 2016, its #93 holding.
  • Integrated Wealth Counsel first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2016 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.