River Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-659	Closed	-$31K	–	441
2018 Q4	$31K	Hold	659	–	–	0.01%	299
2018 Q3	$33K	Sell	659 -131	-17%	-$6.44K	0.01%	332
2018 Q2	$37K	Buy	+790	New	+$37K	0.01%	299

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

River Wealth Advisors's SPLV Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2019, closing a stake of 659 shares — an estimated $31K sold.

River Wealth Advisors first reported a position in SPLV in Q2 2018 and held it in 3 quarters. The position peaked at $37K in Q2 2018. 492 funds tracked by Wall St. Rank hold SPLV as of Q1 2019.

River Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 659 Invesco S&P 500 Low Volatility ETF shares in Q1 2019, an estimated $31K.
River Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $37K in Q2 2018.
492 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.