Kissinger Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Kissinger Financial Services’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
2017 Q2	$4M	Buy	89,503 +5,161	+6%	+$229K	3.98%	5
2017 Q1	$3.67M	Buy	84,342 +671	+0.8%	+$28.6K	3.78%	6
2016 Q4	$3.48M	Buy	83,671 +5,541	+7%	+$226K	3.64%	5
2016 Q3	$3.24M	Buy	+78,130	New	+$3.3M	3.54%	5

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Kissinger Financial Services's SPLV Position: Q2 2017 in Review

Kissinger Financial Services increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 6.1% in Q2 2017, buying an estimated $229K and bringing the position to 89,503 shares worth $4M. The position accounts for 3.98% of the portfolio, ranked #5.

Kissinger Financial Services first reported a position in SPLV in Q3 2016 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SPLV as of Q2 2017.

Kissinger Financial Services held 89,503 shares of Invesco S&P 500 Low Volatility ETF worth $4M as of Q2 2017.
Kissinger Financial Services bought 5,161 Invesco S&P 500 Low Volatility ETF shares in Q2 2017, an estimated $229K.
Invesco S&P 500 Low Volatility ETF made up 3.98% of Kissinger Financial Services's portfolio in Q2 2017, its #5 holding.
Kissinger Financial Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2016 and has held it in 4 quarters since.
302 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.