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

New England Guild 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	-6,111	Closed	-$304K	–	54
2020 Q2	$304K	Hold	6,111	–	–	0.22%	41
2020 Q1	$287K	Sell	6,111 -652	-10%	-$36.5K	0.26%	42
2019 Q4	$395K	Hold	6,763	–	–	0.28%	41
2019 Q3	$392K	Buy	6,763 +652	+11%	+$36.8K	0.28%	41
2019 Q2	$336K	Buy	+6,111	New	+$329K	0.25%	45

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

New England Guild Wealth Advisors's SPLV Position: Q3 2020 in Review

New England Guild Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2020, closing a stake of 6,111 shares — an estimated $304K sold.

New England Guild Wealth Advisors first reported a position in SPLV in Q2 2019 and held it in 5 quarters. The position peaked at $395K in Q4 2019. 559 funds tracked by Wall St. Rank hold SPLV as of Q3 2020.

New England Guild Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
New England Guild Wealth Advisors sold 6,111 Invesco S&P 500 Low Volatility ETF shares in Q3 2020, an estimated $304K.
New England Guild Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2019 and held it in 5 quarters.
New England Guild Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $395K in Q4 2019.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2020.

Based on New England Guild Wealth Advisors's 13F filing for Q3 2020, filed 5 Oct 2020.