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Paulson Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-918
Closed -$44K – 460
2017
Q4 		$44K Buy
+918
New +$43.3K 0.04% 210

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paulson Wealth Management's SPLV Position: Q1 2018 in Review

Paulson Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2018, closing a stake of 918 shares — an estimated $44K sold.

Paulson Wealth Management first reported a position in SPLV in Q4 2017 and held it in 1 quarter. The position peaked at $44K in Q4 2017. 368 funds tracked by Wall St. Rank hold SPLV as of Q1 2018.

  • Paulson Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 918 Invesco S&P 500 Low Volatility ETF shares in Q1 2018, an estimated $44K.
  • Paulson Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $44K in Q4 2017.
  • 368 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.