MFA Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

MFA Wealth 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
2020 Q3	–	Sell	-250	Closed	-$12.4K	–	197
2020 Q2	$12.4K	Buy	+250	New	+$12.3K	0.01%	148
2020 Q1	–	Sell	-12,086	Closed	-$706K	–	60
2019 Q4	$706K	Hold	12,086	–	–	0.51%	26
2019 Q3	$700K	Hold	12,086	–	–	0.57%	27
2019 Q2	$665K	Hold	12,086	–	–	0.5%	28
2019 Q1	$636K	Sell	12,086 -1,729	-13%	-$86.6K	0.42%	38
2018 Q4	$644K	Buy	13,815 +1,729	+14%	+$83.8K	0.64%	23
2018 Q3	$596K	Hold	12,086	–	–	0.44%	35
2018 Q2	$595K	Hold	12,086	–	–	0.39%	38
2018 Q1	$563K	Sell	12,086 -8,097	-40%	-$383K	0.42%	34
2017 Q4	$983K	Buy	+20,183	New	+$951K	0.67%	30

Other funds holding SPLV

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFA Wealth Advisors's SPLV Position: Q3 2020 in Review

MFA Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2020, closing a stake of 250 shares — an estimated $12.4K sold.

MFA Wealth Advisors first reported a position in SPLV in Q4 2017 and held it in 10 quarters. The position peaked at $983K in Q4 2017. 559 funds tracked by Wall St. Rank hold SPLV as of Q3 2020.

MFA Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 250 Invesco S&P 500 Low Volatility ETF shares in Q3 2020, an estimated $12.4K.
MFA Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and held it in 10 quarters.
MFA Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $983K in Q4 2017.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.