RDA Financial Network’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

RDA Financial Network’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	-28,789	Closed	-$1.73M	–	239
2019 Q4	$1.73M	Buy	28,789 +1	+0%	+$57	0.7%	30
2019 Q3	$1.65M	Buy	28,788 +10,120	+54%	+$571K	0.71%	29
2019 Q2	$1.12M	Buy	18,668 +6,820	+58%	+$367K	0.51%	53
2019 Q1	$630K	Buy	+11,848	New	+$594K	0.3%	86

Other funds holding SPLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RDA Financial Network's SPLV Position: Q1 2020 in Review

RDA Financial Network sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2020, closing a stake of 28,789 shares — an estimated $1.73M sold.

RDA Financial Network first reported a position in SPLV in Q1 2019 and held it in 4 quarters. The position peaked at $1.73M in Q4 2019. 594 funds tracked by Wall St. Rank hold SPLV as of Q1 2020.

RDA Financial Network reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
RDA Financial Network sold 28,789 Invesco S&P 500 Low Volatility ETF shares in Q1 2020, an estimated $1.73M.
RDA Financial Network first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and held it in 4 quarters.
RDA Financial Network's Invesco S&P 500 Low Volatility ETF position peaked at $1.73M in Q4 2019.
594 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2020.

Based on RDA Financial Network's 13F filing for Q1 2020, filed 6 Apr 2020.