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

Litman Gregory 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
2021 Q2	–	Sell	-278	Closed	-$16K	–	173
2021 Q1	$16K	Hold	278	–	–	﹤0.01%	142
2020 Q4	$16K	Hold	278	–	–	﹤0.01%	142
2020 Q3	$15K	Hold	278	–	–	﹤0.01%	131
2020 Q2	$14K	Hold	278	–	–	﹤0.01%	123
2020 Q1	$13K	Hold	278	–	–	﹤0.01%	116
2019 Q4	$16K	Hold	278	–	–	﹤0.01%	133
2019 Q3	$16K	Hold	278	–	–	﹤0.01%	125
2019 Q2	$15K	Hold	278	–	–	﹤0.01%	148
2019 Q1	$15K	Hold	278	–	–	﹤0.01%	98
2018 Q4	$13K	Hold	278	–	–	﹤0.01%	108
2018 Q3	$14K	Buy	+278	New	+$13.7K	﹤0.01%	83

Other funds holding SPLV

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Litman Gregory Wealth Management's SPLV Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2021, closing a stake of 278 shares — an estimated $16K sold.

Litman Gregory Wealth Management first reported a position in SPLV in Q3 2018 and held it in 11 quarters. The position peaked at $16K in Q1 2021. 584 funds tracked by Wall St. Rank hold SPLV as of Q2 2021.

Litman Gregory Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 278 Invesco S&P 500 Low Volatility ETF shares in Q2 2021, an estimated $16K.
Litman Gregory Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2018 and held it in 11 quarters.
Litman Gregory Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $16K in Q1 2021.
584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.