Personal Capital Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Personal Capital Advisors’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	-4,654	Closed	-$218K	–	374
2020 Q1	$218K	Buy	4,654 +1,053	+29%	+$58.9K	﹤0.01%	323
2019 Q4	$210K	Buy	+3,601	New	+$207K	﹤0.01%	383
2016 Q4	–	Sell	-5,064	Closed	-$210K	–	179
2016 Q3	$210K	Buy	+5,064	New	+$214K	0.01%	160

Other funds holding SPLV

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal Capital Advisors's SPLV Position: Q2 2020 in Review

Personal Capital Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2020, closing a stake of 4,654 shares — an estimated $218K sold.

Personal Capital Advisors first reported a position in SPLV in Q3 2016 and held it in 3 quarters. The position peaked at $218K in Q1 2020. 567 funds tracked by Wall St. Rank hold SPLV as of Q2 2020.

Personal Capital Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Personal Capital Advisors sold 4,654 Invesco S&P 500 Low Volatility ETF shares in Q2 2020, an estimated $218K.
Personal Capital Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2016 and held it in 3 quarters.
Personal Capital Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $218K in Q1 2020.
567 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2020.

Based on Personal Capital Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.