JWM
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Jeppson Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-50
Closed -$3K – 396
2020
Q3 		$3K Buy
+50
New +$2.65K ﹤0.01% 473

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Jeppson Wealth Management's SPLV Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2020, closing a stake of 50 shares — an estimated $3K sold.

Jeppson Wealth Management first reported a position in SPLV in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 593 funds tracked by Wall St. Rank hold SPLV as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 50 Invesco S&P 500 Low Volatility ETF shares in Q4 2020, an estimated $3K.
  • Jeppson Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $3K in Q3 2020.
  • 593 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.