RKL Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

RKL Wealth Management’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
2018 Q3	–	Sell	-13,660	Closed	-$648K	–	129
2018 Q2	$648K	Hold	13,660	–	–	0.15%	90
2018 Q1	$642K	Hold	13,660	–	–	0.15%	93
2017 Q4	$653K	Hold	13,660	–	–	0.16%	97
2017 Q3	$626K	Sell	13,660 -80	-0.6%	-$3.63K	0.18%	97
2017 Q2	$616K	Buy	13,740 +35	+0.3%	+$1.55K	0.2%	98
2017 Q1	$595K	Buy	+13,705	New	+$585K	0.24%	67

Other funds holding SPLV

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

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

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

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RKL Wealth Management's SPLV Position: Q3 2018 in Review

RKL Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2018, closing a stake of 13,660 shares — an estimated $648K sold.

RKL Wealth Management first reported a position in SPLV in Q1 2017 and held it in 6 quarters. The position peaked at $653K in Q4 2017. 388 funds tracked by Wall St. Rank hold SPLV as of Q3 2018.

RKL Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
RKL Wealth Management sold 13,660 Invesco S&P 500 Low Volatility ETF shares in Q3 2018, an estimated $648K.
RKL Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2017 and held it in 6 quarters.
RKL Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $653K in Q4 2017.
388 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2018.

Based on RKL Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.