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

Meridian 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
-435
Closed -$25K – 1085
2021
Q1 		$25K Hold
435
– – 0.01% 256
2020
Q4 		$24K Buy
+435
New +$23.9K 0.01% 203

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

Meridian Wealth Partners's SPLV Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2021, closing a stake of 435 shares — an estimated $25K sold.

Meridian Wealth Partners first reported a position in SPLV in Q4 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 584 funds tracked by Wall St. Rank hold SPLV as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 435 Invesco S&P 500 Low Volatility ETF shares in Q2 2021, an estimated $25K.
  • Meridian Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 2 quarters.
  • Meridian Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $25K in Q1 2021.
  • 584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.