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Legacy Capital Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Legacy Capital Wealth Partners’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
2021
Q2 		– Sell
-52,858
Closed -$3.07M – 70
2021
Q1 		$3.07M Buy
52,858
+3,429
+7% +$193K 1.27% 21
2020
Q4 		$2.78M Buy
+49,429
New +$2.71M 1.19% 22

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legacy Capital Wealth Partners's SPLV Position: Q2 2021 in Review

Legacy Capital Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2021, closing a stake of 52,858 shares — an estimated $3.07M sold.

Legacy Capital Wealth Partners first reported a position in SPLV in Q4 2020 and held it in 2 quarters. The position peaked at $3.07M in Q1 2021. 584 funds tracked by Wall St. Rank hold SPLV as of Q2 2021.

  • Legacy Capital Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 52,858 Invesco S&P 500 Low Volatility ETF shares in Q2 2021, an estimated $3.07M.
  • Legacy Capital Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $3.07M in Q1 2021.
  • 584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2021.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2021, filed 13 Aug 2021.