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New England Investment & Retirement Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

New England Investment & Retirement Group’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
Q2 		– Sell
-213
Closed -$10K – 185
2020
Q1 		$10K Buy
+213
New +$11.9K ﹤0.01% 140

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
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
Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

New England Investment & Retirement Group's SPLV Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2020, closing a stake of 213 shares — an estimated $10K sold.

New England Investment & Retirement Group first reported a position in SPLV in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 567 funds tracked by Wall St. Rank hold SPLV as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 213 Invesco S&P 500 Low Volatility ETF shares in Q2 2020, an estimated $10K.
  • New England Investment & Retirement Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Invesco S&P 500 Low Volatility ETF position peaked at $10K in Q1 2020.
  • 567 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.