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

Kiley Juergens 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
2018 Q4	–	Sell	-340	Closed	-$16K	–	550
2018 Q3	$16K	Hold	340	–	–	0.01%	403
2018 Q2	$16K	Buy	+340	New	+$15.9K	0.01%	365

Other funds holding SPLV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kiley Juergens Wealth Management's SPLV Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2018, closing a stake of 340 shares — an estimated $16K sold.

Kiley Juergens Wealth Management first reported a position in SPLV in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 459 funds tracked by Wall St. Rank hold SPLV as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 340 Invesco S&P 500 Low Volatility ETF shares in Q4 2018, an estimated $16K.
Kiley Juergens Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2018 and held it in 2 quarters.
Kiley Juergens Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $16K in Q3 2018.
459 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.