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

MYCIO 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
2020
Q1 		– Sell
-1,418
Closed -$83K – 340
2019
Q4 		$83K Hold
1,418
– – 0.01% 370
2019
Q3 		$82K Hold
1,418
– – 0.01% 337
2019
Q2 		$78K Buy
+1,418
New +$76.2K 0.01% 324
2018
Q3 		– Sell
-4,762
Closed -$226K – 297
2018
Q2 		$226K Buy
4,762
+18
+0.4% +$844 0.02% 248
2018
Q1 		$223K Buy
4,744
+16
+0.3% +$757 0.03% 218
2017
Q4 		$226K Buy
4,728
+17
+0.4% +$801 0.02% 221
2017
Q3 		$216K Buy
4,711
+18
+0.4% +$816 0.02% 224
2017
Q2 		$210K Buy
4,693
+18
+0.4% +$798 0.02% 215
2017
Q1 		$203K Buy
+4,675
New +$200K 0.02% 234
2016
Q3 		– Sell
-6,600
Closed -$282K – 1015
2016
Q2 		$282K Hold
6,600
– – 0.05% 136
2016
Q1 		$266K Hold
6,600
– – 0.05% 137
2015
Q4 		$255K Hold
6,600
– – 0.05% 126
2015
Q3 		$237K Hold
6,600
– – 0.05% 120
2015
Q2 		$242K Hold
6,600
– – 0.05% 129
2015
Q1 		$250K Hold
6,600
– – 0.05% 125
2014
Q4 		$251K Hold
6,600
– – 0.05% 116
2014
Q3 		$231K Hold
6,600
– – 0.05% 121
2014
Q2 		$235K Hold
6,600
– – 0.05% 122
2014
Q1 		$225K Buy
6,600
+3,037
+85% +$100K 0.05% 122
2013
Q4 		$118K Hold
3,563
– – 0.03% 171
2013
Q3 		$111K Hold
3,563
– – 0.03% 165
2013
Q2 		$111K Buy
+3,563
New +$112K 0.03% 162

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MYCIO Wealth Partners's SPLV Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2020, closing a stake of 1,418 shares — an estimated $83K sold.

MYCIO Wealth Partners first reported a position in SPLV in Q2 2013 and held it in 22 quarters. The position peaked at $282K in Q2 2016. 595 funds tracked by Wall St. Rank hold SPLV as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,418 Invesco S&P 500 Low Volatility ETF shares in Q1 2020, an estimated $83K.
  • MYCIO Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and held it in 22 quarters.
  • MYCIO Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $282K in Q2 2016.
  • 595 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.