Moisand Fitzgerald Tamayo’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Moisand Fitzgerald Tamayo’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
2018 Q4	–	Sell	-445	Closed	-$22K	–	298
2018 Q3	$22K	Buy	+445	New	+$21.9K	0.01%	161

Other funds holding SPLV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's SPLV Position: Q4 2018 in Review

Moisand Fitzgerald Tamayo sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2018, closing a stake of 445 shares — an estimated $22K sold.

Moisand Fitzgerald Tamayo first reported a position in SPLV in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 459 funds tracked by Wall St. Rank hold SPLV as of Q4 2018.

Moisand Fitzgerald Tamayo reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 445 Invesco S&P 500 Low Volatility ETF shares in Q4 2018, an estimated $22K.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2018 and held it in 1 quarter.
Moisand Fitzgerald Tamayo's Invesco S&P 500 Low Volatility ETF position peaked at $22K in Q3 2018.
459 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2018.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2018, filed 11 Feb 2019.