Simplicity Solutions’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Simplicity Solutions’s Portfolio SPVM Stock Details SPVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,840	Closed	-$228K	–	775
2018 Q3	$228K	Sell	5,840 -1,014	-15%	-$39.6K	0.01%	487
2018 Q2	$259K	Buy	+6,854	New	+$262K	0.02%	409

Other funds holding SPVM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

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

Simplicity Solutions's SPVM Position: Q4 2018 in Review

Simplicity Solutions sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q4 2018, closing a stake of 5,840 shares — an estimated $228K sold.

Simplicity Solutions first reported a position in SPVM in Q2 2018 and held it in 2 quarters. The position peaked at $259K in Q2 2018. 26 funds tracked by Wall St. Rank hold SPVM as of Q4 2018.

Simplicity Solutions reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q4 2018 after selling out during the quarter.
Simplicity Solutions sold 5,840 Invesco S&P 500 Value with Momentum ETF shares in Q4 2018, an estimated $228K.
Simplicity Solutions first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2018 and held it in 2 quarters.
Simplicity Solutions's Invesco S&P 500 Value with Momentum ETF position peaked at $259K in Q2 2018.
26 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q4 2018.

Based on Simplicity Solutions's 13F filing for Q4 2018, filed 13 Feb 2019.