Mountain Capital Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Mountain Capital Investment 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
2019 Q4	–	Sell	-437,084	Closed	-$25.3M	–	58
2019 Q3	$25.3M	Buy	437,084 +306,670	+235%	+$17.3M	22.37%	1
2019 Q2	$7.32M	Buy	130,414 +12,018	+10%	+$646K	6.87%	5
2019 Q1	$6.23M	Buy	118,396 +10,737	+10%	+$538K	6.71%	5
2018 Q4	$5.02M	Buy	+107,659	New	+$5.22M	6.98%	4

Other funds holding SPLV

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

CSIA

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

DCC

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

Mountain Capital Investment Advisors's SPLV Position: Q4 2019 in Review

Mountain Capital Investment Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2019, closing a stake of 437,084 shares — an estimated $25.3M sold.

Mountain Capital Investment Advisors first reported a position in SPLV in Q4 2018 and held it in 4 quarters. The position peaked at $25.3M in Q3 2019. 633 funds tracked by Wall St. Rank hold SPLV as of Q4 2019.

Mountain Capital Investment Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2019 after selling out during the quarter.
Mountain Capital Investment Advisors sold 437,084 Invesco S&P 500 Low Volatility ETF shares in Q4 2019, an estimated $25.3M.
Mountain Capital Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and held it in 4 quarters.
Mountain Capital Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $25.3M in Q3 2019.
633 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2019.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.