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Pacific Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Pacific Financial 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
Q4 		– Sell
-2,882
Closed -$155K – 115
2020
Q3 		$155K Sell
2,882
-1,605
-36% -$85.2K 0.12% 60
2020
Q2 		$211K Hold
4,487
– – 0.22% 49
2020
Q1 		$211K Buy
+4,487
New +$251K 0.22% 49

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pacific Financial Group's SPLV Position: Q4 2020 in Review

Pacific Financial Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2020, closing a stake of 2,882 shares — an estimated $155K sold.

Pacific Financial Group first reported a position in SPLV in Q1 2020 and held it in 3 quarters. The position peaked at $211K in Q2 2020. 593 funds tracked by Wall St. Rank hold SPLV as of Q4 2020.

  • Pacific Financial Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Financial Group sold 2,882 Invesco S&P 500 Low Volatility ETF shares in Q4 2020, an estimated $155K.
  • Pacific Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and held it in 3 quarters.
  • Pacific Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $211K in Q2 2020.
  • 593 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.