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Relyea Zuckerberg Hanson’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Relyea Zuckerberg Hanson’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
Q3 		– Sell
-4,400
Closed -$219K – 118
2020
Q2 		$219K Hold
4,400
– – 0.17% 107
2020
Q1 		$206K Hold
4,400
– – 0.23% 98
2019
Q4 		$257K Buy
+4,400
New +$252K 0.25% 91

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Relyea Zuckerberg Hanson's SPLV Position: Q3 2020 in Review

Relyea Zuckerberg Hanson sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2020, closing a stake of 4,400 shares — an estimated $219K sold.

Relyea Zuckerberg Hanson first reported a position in SPLV in Q4 2019 and held it in 3 quarters. The position peaked at $257K in Q4 2019. 559 funds tracked by Wall St. Rank hold SPLV as of Q3 2020.

  • Relyea Zuckerberg Hanson reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 4,400 Invesco S&P 500 Low Volatility ETF shares in Q3 2020, an estimated $219K.
  • Relyea Zuckerberg Hanson first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 3 quarters.
  • Relyea Zuckerberg Hanson's Invesco S&P 500 Low Volatility ETF position peaked at $257K in Q4 2019.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2020.

Based on Relyea Zuckerberg Hanson's 13F filing for Q3 2020, filed 16 Oct 2020.