LBMC Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

LBMC Investment Advisors’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 Q1	–	Sell	-29,106	Closed	-$1.21M	–	77
2016 Q4	$1.21M	Buy	29,106 +144	+0.5%	+$5.87K	0.23%	26
2016 Q3	$1.2M	Buy	28,962 +144	+0.5%	+$6.09K	0.23%	25
2016 Q2	$1.23M	Buy	28,818 +150	+0.5%	+$6.09K	0.25%	25
2016 Q1	$1.16M	Buy	28,668 +7,930	+38%	+$302K	0.24%	25
2015 Q4	$800K	Buy	20,738 +113	+0.5%	+$4.31K	0.17%	29
2015 Q3	$742K	Buy	20,625 +120	+0.6%	+$4.45K	0.17%	30
2015 Q2	$751K	Buy	20,505 +86	+0.4%	+$3.22K	0.16%	28
2015 Q1	$774K	Sell	20,419 -185	-0.9%	-$7.05K	0.17%	28
2014 Q4	$782K	Buy	+20,604	New	+$755K	0.18%	28

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

LBMC Investment Advisors's SPLV Position: Q1 2017 in Review

LBMC Investment Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2017, closing a stake of 29,106 shares — an estimated $1.21M sold.

LBMC Investment Advisors first reported a position in SPLV in Q4 2014 and held it in 9 quarters. The position peaked at $1.23M in Q2 2016. 289 funds tracked by Wall St. Rank hold SPLV as of Q1 2017.

LBMC Investment Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
LBMC Investment Advisors sold 29,106 Invesco S&P 500 Low Volatility ETF shares in Q1 2017, an estimated $1.21M.
LBMC Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2014 and held it in 9 quarters.
LBMC Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.23M in Q2 2016.
289 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2017.

Based on LBMC Investment Advisors's 13F filing for Q1 2017, filed 5 May 2017.