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RWA Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

RWA Wealth Partners’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
-1,543
Closed -$73K – 628
2018
Q2 		$73K Hold
1,543
– – 0.01% 361
2018
Q1 		$72K Buy
+1,543
New +$73K 0.01% 300

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RWA Wealth Partners's SPLV Position: Q3 2018 in Review

RWA Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2018, closing a stake of 1,543 shares — an estimated $73K sold.

RWA Wealth Partners first reported a position in SPLV in Q1 2018 and held it in 2 quarters. The position peaked at $73K in Q2 2018. 388 funds tracked by Wall St. Rank hold SPLV as of Q3 2018.

  • RWA Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 1,543 Invesco S&P 500 Low Volatility ETF shares in Q3 2018, an estimated $73K.
  • RWA Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $73K in Q2 2018.
  • 388 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.