Squar Milner Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Squar Milner Financial Services’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	-84,100	Closed	-$3.94M	–	636
2020 Q1	$3.94M	Sell	84,100 -39,305	-32%	-$2.2M	2.37%	6
2019 Q4	$7.2M	Buy	+123,405	New	+$7.08M	3.6%	4
2019 Q3	–	Sell	-97,905	Closed	-$5.39M	–	639
2019 Q2	$5.39M	Buy	97,905 +20,400	+26%	+$1.1M	3.63%	4
2019 Q1	$4.08M	Buy	77,505 +26,575	+52%	+$1.33M	3.01%	3
2018 Q4	$2.38M	Buy	+50,930	New	+$2.47M	2.28%	5
2018 Q3	–	Sell	-219	Closed	-$10K	–	847
2018 Q2	$10K	Buy	+219	New	+$10.3K	0.01%	590

Other funds holding SPLV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Squar Milner Financial Services's SPLV Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2020, closing a stake of 84,100 shares — an estimated $3.94M sold.

Squar Milner Financial Services first reported a position in SPLV in Q2 2018 and held it in 6 quarters. The position peaked at $7.2M in Q4 2019. 567 funds tracked by Wall St. Rank hold SPLV as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 84,100 Invesco S&P 500 Low Volatility ETF shares in Q2 2020, an estimated $3.94M.
Squar Milner Financial Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's Invesco S&P 500 Low Volatility ETF position peaked at $7.2M in Q4 2019.
567 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.