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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Reitz Capital Advisors's SPLV Position: Q4 2020 in Review

Reitz Capital Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2020, closing a stake of 6,575 shares — an estimated $353K sold.

Reitz Capital Advisors first reported a position in SPLV in Q4 2018 and held it in 8 quarters. The position peaked at $3.14M in Q4 2019. 593 funds tracked by Wall St. Rank hold SPLV as of Q4 2020.

Reitz Capital Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Reitz Capital Advisors sold 6,575 Invesco S&P 500 Low Volatility ETF shares in Q4 2020, an estimated $353K.
Reitz Capital Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and held it in 8 quarters.
Reitz Capital Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $3.14M in Q4 2019.
593 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2020.

Based on Reitz Capital Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.