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Pittenger & Anderson Inc’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Pittenger & Anderson Inc’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
Q3 		– Sell
-1,035
Closed -$51K – 379
2020
Q2 		$51K Hold
1,035
– – ﹤0.01% 242
2020
Q1 		$49K Hold
1,035
– – ﹤0.01% 239
2019
Q4 		$60K Hold
1,035
– – ﹤0.01% 268
2019
Q3 		$60K Hold
1,035
– – ﹤0.01% 258
2019
Q2 		$57K Hold
1,035
– – ﹤0.01% 259
2019
Q1 		$54K Hold
1,035
– – ﹤0.01% 264
2018
Q4 		$48K Hold
1,035
– – ﹤0.01% 258
2018
Q3 		$51K Hold
1,035
– – ﹤0.01% 264
2018
Q2 		$49K Hold
1,035
– – ﹤0.01% 267
2018
Q1 		$49K Sell
1,035
-435
-30% -$20.6K ﹤0.01% 268
2017
Q4 		$70K Hold
1,470
– – 0.01% 254
2017
Q3 		$67K Hold
1,470
– – 0.01% 252
2017
Q2 		$66K Hold
1,470
– – 0.01% 257
2017
Q1 		$64K Sell
1,470
-3,998
-73% -$171K 0.01% 250
2016
Q4 		$227K Buy
5,468
+27
+0.5% +$1.1K 0.02% 219
2016
Q3 		$226K Sell
5,441
-15,488
-74% -$655K 0.03% 214
2016
Q2 		$895K Buy
20,929
+287
+1% +$11.7K 0.1% 172
2016
Q1 		$832K Buy
20,642
+4,835
+31% +$184K 0.1% 163
2015
Q4 		$610K Buy
15,807
+8,796
+125% +$336K 0.08% 184
2015
Q3 		$252K Buy
7,011
+2,097
+43% +$77.7K 0.03% 244
2015
Q2 		$180K Buy
4,914
+866
+21% +$32.5K 0.02% 260
2015
Q1 		$154K Buy
4,048
+3,518
+664% +$134K 0.02% 264
2014
Q4 		$20K Hold
530
– – ﹤0.01% 353
2014
Q3 		$19K Buy
+530
New +$18.6K ﹤0.01% 331

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pittenger & Anderson Inc's SPLV Position: Q3 2020 in Review

Pittenger & Anderson Inc sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2020, closing a stake of 1,035 shares — an estimated $51K sold.

Pittenger & Anderson Inc first reported a position in SPLV in Q3 2014 and held it in 24 quarters. The position peaked at $895K in Q2 2016. 559 funds tracked by Wall St. Rank hold SPLV as of Q3 2020.

  • Pittenger & Anderson Inc reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 1,035 Invesco S&P 500 Low Volatility ETF shares in Q3 2020, an estimated $51K.
  • Pittenger & Anderson Inc first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2014 and held it in 24 quarters.
  • Pittenger & Anderson Inc's Invesco S&P 500 Low Volatility ETF position peaked at $895K in Q2 2016.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2020.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2020, filed 10 Nov 2020.