RCA
SPLV icon

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

Reitz 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
Q4 		– Sell
-6,575
Closed -$353K – 50
2020
Q3 		$353K Buy
6,575
+5,075
+338% +$269K 0.32% 35
2020
Q2 		$75K Sell
1,500
-5,565
-79% -$274K 0.1% 58
2020
Q1 		$331K Sell
7,065
-46,742
-87% -$2.62M 0.43% 26
2019
Q4 		$3.14M Buy
53,807
+10,490
+24% +$602K 3.39% 8
2019
Q3 		$2.51M Buy
43,317
+17,428
+67% +$983K 2.85% 10
2019
Q2 		$1.42M Buy
25,889
+6,599
+34% +$355K 1.61% 13
2019
Q1 		$1.01M Buy
19,290
+12,498
+184% +$626K 1.17% 20
2018
Q4 		$317K Buy
+6,792
New +$329K 0.38% 35

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return