Paul John Balson’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Paul John Balson’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	$741K	Buy	13,183 +18	+0.1%	+$988	0.15%	43
2020 Q3	$706K	Sell	13,165 -3,856	-23%	-$205K	0.17%	36
2020 Q2	$846K	Buy	17,021 +32	+0.2%	+$1.57K	0.32%	30
2020 Q1	$797K	Buy	+16,989	New	+$951K	0.43%	26

Other funds holding SPLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Paul John Balson's SPLV Position: Q4 2020 in Review

Paul John Balson increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.14% in Q4 2020, buying an estimated $988 and bringing the position to 13,183 shares worth $741K. The position accounts for 0.15% of the portfolio, ranked #43.

Paul John Balson first reported a position in SPLV in Q1 2020 and has held it in 4 quarters since. The position peaked at $846K in Q2 2020. 593 funds tracked by Wall St. Rank hold SPLV as of Q4 2020.

Paul John Balson held 13,183 shares of Invesco S&P 500 Low Volatility ETF worth $741K as of Q4 2020.
Paul John Balson bought 18 Invesco S&P 500 Low Volatility ETF shares in Q4 2020, an estimated $988.
Invesco S&P 500 Low Volatility ETF made up 0.15% of Paul John Balson's portfolio in Q4 2020, its #43 holding.
Paul John Balson first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and has held it in 4 quarters since.
Paul John Balson's Invesco S&P 500 Low Volatility ETF position peaked at $846K in Q2 2020.
593 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.