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

Schneider Downs Wealth Management 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	-4,983	Closed	-$232K	–	69
2018 Q4	$232K	Sell	4,983 -20	-0.4%	-$970	0.1%	54
2018 Q3	$248K	Sell	5,003 -38	-0.8%	-$1.87K	0.16%	47
2018 Q2	$239K	Buy	+5,041	New	+$236K	0.16%	46
2018 Q1	–	Sell	-9,535	Closed	-$455K	–	57
2017 Q4	$455K	Buy	9,535 +155	+2%	+$7.31K	0.26%	22
2017 Q3	$430K	Sell	9,380 -6,672	-42%	-$302K	0.28%	22
2017 Q2	$718K	Buy	16,052 +1,702	+12%	+$75.4K	0.47%	17
2017 Q1	$624K	Buy	14,350 +2,245	+19%	+$95.8K	0.43%	19
2016 Q4	$503K	Buy	12,105 +174	+1%	+$7.09K	0.34%	18
2016 Q3	$495K	Buy	11,931 +890	+8%	+$37.6K	0.32%	18
2016 Q2	$472K	Buy	11,041 +1,811	+20%	+$73.6K	0.32%	16
2016 Q1	$372K	Buy	9,230 +485	+6%	+$18.5K	0.26%	20
2015 Q4	$337K	Buy	+8,745	New	+$334K	0.39%	21

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

Schneider Downs Wealth Management Advisors's SPLV Position: Q1 2019 in Review

Schneider Downs Wealth Management Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2019, closing a stake of 4,983 shares — an estimated $232K sold.

Schneider Downs Wealth Management Advisors first reported a position in SPLV in Q4 2015 and held it in 12 quarters. The position peaked at $718K in Q2 2017. 492 funds tracked by Wall St. Rank hold SPLV as of Q1 2019.

Schneider Downs Wealth Management Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 4,983 Invesco S&P 500 Low Volatility ETF shares in Q1 2019, an estimated $232K.
Schneider Downs Wealth Management Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and held it in 12 quarters.
Schneider Downs Wealth Management Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $718K in Q2 2017.
492 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2019.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2019, filed 1 May 2019.