Starfire Investment Advisers’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Starfire Investment Advisers’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 Q1	–	Sell	-3,780	Closed	-$220K	–	163
2019 Q4	$220K	Buy	3,780 +4	+0.1%	+$229	0.08%	164
2019 Q3	$218K	Buy	3,776 +5	+0.1%	+$282	0.09%	161
2019 Q2	$207K	Buy	+3,771	New	+$203K	0.09%	156
2017 Q1	–	Sell	-5,419	Closed	-$225K	–	151
2016 Q4	$225K	Sell	5,419 -607	-10%	-$24.7K	0.13%	126
2016 Q3	$250K	Buy	6,026 +4	+0.1%	+$169	0.15%	120
2016 Q2	$258K	Buy	6,022 +751	+14%	+$30.5K	0.18%	107
2016 Q1	$213K	Buy	+5,271	New	+$201K	0.14%	122

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

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

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

Starfire Investment Advisers's SPLV Position: Q1 2020 in Review

Starfire Investment Advisers sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2020, closing a stake of 3,780 shares — an estimated $220K sold.

Starfire Investment Advisers first reported a position in SPLV in Q1 2016 and held it in 7 quarters. The position peaked at $258K in Q2 2016. 595 funds tracked by Wall St. Rank hold SPLV as of Q1 2020.

Starfire Investment Advisers reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Starfire Investment Advisers sold 3,780 Invesco S&P 500 Low Volatility ETF shares in Q1 2020, an estimated $220K.
Starfire Investment Advisers first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2016 and held it in 7 quarters.
Starfire Investment Advisers's Invesco S&P 500 Low Volatility ETF position peaked at $258K in Q2 2016.
595 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2020.

Based on Starfire Investment Advisers's 13F filing for Q1 2020, filed 14 Apr 2020.