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Polaris Wealth Advisory Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q4 		– Sell
-206,769
Closed -$11.7M – 178
2019
Q3 		$11.7M Buy
+206,769
New +$11.7M 0.96% 38

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Polaris Wealth Advisory Group's SPLV Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2019, closing a stake of 206,769 shares — an estimated $11.7M sold.

Polaris Wealth Advisory Group first reported a position in SPLV in Q3 2019 and held it in 1 quarter. The position peaked at $11.7M in Q3 2019. 633 funds tracked by Wall St. Rank hold SPLV as of Q4 2019.

  • Polaris Wealth Advisory Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 206,769 Invesco S&P 500 Low Volatility ETF shares in Q4 2019, an estimated $11.7M.
  • Polaris Wealth Advisory Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Invesco S&P 500 Low Volatility ETF position peaked at $11.7M in Q3 2019.
  • 633 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.