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PDS Planning’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

PDS Planning’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
Q1 		– Sell
-4,744
Closed -$277K – 111
2019
Q4 		$277K Sell
4,744
-49
-1% -$2.81K 0.17% 75
2019
Q3 		$278K Buy
4,793
+38
+0.8% +$2.14K 0.19% 71
2019
Q2 		$262K Hold
4,755
– – 0.19% 70
2019
Q1 		$250K Hold
4,755
– – 0.19% 70
2018
Q4 		$222K Buy
+4,755
New +$231K 0.19% 70

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

PDS Planning's SPLV Position: Q1 2020 in Review

PDS Planning sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2020, closing a stake of 4,744 shares — an estimated $277K sold.

PDS Planning first reported a position in SPLV in Q4 2018 and held it in 5 quarters. The position peaked at $278K in Q3 2019. 595 funds tracked by Wall St. Rank hold SPLV as of Q1 2020.

  • PDS Planning reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • PDS Planning sold 4,744 Invesco S&P 500 Low Volatility ETF shares in Q1 2020, an estimated $277K.
  • PDS Planning first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and held it in 5 quarters.
  • PDS Planning's Invesco S&P 500 Low Volatility ETF position peaked at $278K in Q3 2019.
  • 595 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2020.

Based on PDS Planning's 13F filing for Q1 2020, filed 20 Apr 2020.