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

Signature Wealth Management Group’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 Q4	–	Sell	-215	Closed	-$10K	–	258
2018 Q3	$10K	Hold	215	–	–	0.01%	188
2018 Q2	$10K	Hold	215	–	–	0.01%	187
2018 Q1	$10K	Hold	215	–	–	0.01%	181
2017 Q4	$10K	Buy	+215	New	+$10.1K	0.01%	185

Other funds holding SPLV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Signature Wealth Management Group's SPLV Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2018, closing a stake of 215 shares — an estimated $10K sold.

Signature Wealth Management Group first reported a position in SPLV in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 459 funds tracked by Wall St. Rank hold SPLV as of Q4 2018.

Signature Wealth Management Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 215 Invesco S&P 500 Low Volatility ETF shares in Q4 2018, an estimated $10K.
Signature Wealth Management Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Invesco S&P 500 Low Volatility ETF position peaked at $10K in Q3 2018.
459 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.