Ken Fisher’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ken Fisher’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 Q2	–	Sell	-4,747	Closed	-$223K	–	853
2020 Q1	$223K	Buy	4,747 +684	+17%	+$38.3K	﹤0.01%	716
2019 Q4	$237K	Buy	+4,063	New	+$233K	﹤0.01%	763
2017 Q3	–	Sell	-4,917	Closed	-$220K	–	816
2017 Q2	$220K	Buy	+4,917	New	+$218K	﹤0.01%	702

Other funds holding SPLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ken Fisher's SPLV Position: Q2 2020 in Review

Ken Fisher sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2020, closing a stake of 4,747 shares — an estimated $223K sold.

Ken Fisher first reported a position in SPLV in Q2 2017 and held it in 3 quarters. The position peaked at $237K in Q4 2019. 567 funds tracked by Wall St. Rank hold SPLV as of Q2 2020.

Ken Fisher reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Ken Fisher sold 4,747 Invesco S&P 500 Low Volatility ETF shares in Q2 2020, an estimated $223K.
Ken Fisher first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2017 and held it in 3 quarters.
Ken Fisher's Invesco S&P 500 Low Volatility ETF position peaked at $237K in Q4 2019.
567 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2020.

Based on Fisher Asset Management's 13F filing for Q2 2020, filed 7 Aug 2020.