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Soltis Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Soltis Investment 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
2021
Q1 		– Sell
-8,979
Closed -$505K – 232
2020
Q4 		$505K Sell
8,979
-432
-5% -$23.7K 0.09% 140
2020
Q3 		$505K Buy
9,411
+199
+2% +$10.6K 0.12% 126
2020
Q2 		$458K Buy
+9,212
New +$453K 0.12% 124

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Soltis Investment Advisors's SPLV Position: Q1 2021 in Review

Soltis Investment Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2021, closing a stake of 8,979 shares — an estimated $505K sold.

Soltis Investment Advisors first reported a position in SPLV in Q2 2020 and held it in 3 quarters. The position peaked at $505K in Q4 2020. 569 funds tracked by Wall St. Rank hold SPLV as of Q1 2021.

  • Soltis Investment Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • Soltis Investment Advisors sold 8,979 Invesco S&P 500 Low Volatility ETF shares in Q1 2021, an estimated $505K.
  • Soltis Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2020 and held it in 3 quarters.
  • Soltis Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $505K in Q4 2020.
  • 569 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2021.

Based on Soltis Investment Advisors's 13F filing for Q1 2021, filed 11 May 2021.