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Retirement Design & Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Retirement Design & Management’s Portfolio SPLV Stock Details SPLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-489,965
Closed -$21M – 54
2016
Q2 		$21M Buy
489,965
+144,042
+42% +$6.16M 13.11% 2
2016
Q1 		$14M Buy
+345,923
New +$14M 9.97% 1