SHJ
SPLV icon

Sharkey, Howes & Javer’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sharkey, Howes & Javer’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
2020
Q2 		– Sell
-4,397
Closed -$206K – 73
2020
Q1 		$206K Buy
+4,397
New +$246K 0.11% 56

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sharkey, Howes & Javer's SPLV Position: Q2 2020 in Review

Sharkey, Howes & Javer sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2020, closing a stake of 4,397 shares — an estimated $206K sold.

Sharkey, Howes & Javer first reported a position in SPLV in Q1 2020 and held it in 1 quarter. The position peaked at $206K in Q1 2020. 567 funds tracked by Wall St. Rank hold SPLV as of Q2 2020.

  • Sharkey, Howes & Javer reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 4,397 Invesco S&P 500 Low Volatility ETF shares in Q2 2020, an estimated $206K.
  • Sharkey, Howes & Javer first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Invesco S&P 500 Low Volatility ETF position peaked at $206K in Q1 2020.
  • 567 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2020.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2020, filed 22 Jul 2020.