Psagot Value Holdings’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Psagot Value Holdings’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	-4,312	Closed	-$250K	–	460
2019 Q3	$250K	Buy	+4,312	New	+$243K	0.01%	238
2016 Q1	–	Sell	-19,140	Closed	-$738K	–	390
2015 Q4	$738K	Buy	+19,140	New	+$730K	0.03%	185

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Psagot Value Holdings's SPLV Position: Q4 2019 in Review

Psagot Value Holdings sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2019, closing a stake of 4,312 shares — an estimated $250K sold.

Psagot Value Holdings first reported a position in SPLV in Q4 2015 and held it in 2 quarters. The position peaked at $738K in Q4 2015. 633 funds tracked by Wall St. Rank hold SPLV as of Q4 2019.

Psagot Value Holdings reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2019 after selling out during the quarter.
Psagot Value Holdings sold 4,312 Invesco S&P 500 Low Volatility ETF shares in Q4 2019, an estimated $250K.
Psagot Value Holdings first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and held it in 2 quarters.
Psagot Value Holdings's Invesco S&P 500 Low Volatility ETF position peaked at $738K in Q4 2015.
633 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2019.

Based on Psagot Value Holdings's 13F filing for Q4 2019, filed 18 Feb 2020.