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Stonebridge Financial Planning Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Stonebridge Financial Planning 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
2020
Q4 		– Sell
-300
Closed -$17K – 403
2020
Q3 		$17K Sell
300
-125
-29% -$6.63K 0.01% 280
2020
Q2 		$21K Hold
425
– – 0.02% 265
2020
Q1 		$21K Hold
425
– – 0.02% 242
2019
Q4 		$25K Buy
+425
New +$24.4K 0.02% 228

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Stonebridge Financial Planning Group's SPLV Position: Q4 2020 in Review

Stonebridge Financial Planning Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2020, closing a stake of 300 shares — an estimated $17K sold.

Stonebridge Financial Planning Group first reported a position in SPLV in Q4 2019 and held it in 4 quarters. The position peaked at $25K in Q4 2019. 593 funds tracked by Wall St. Rank hold SPLV as of Q4 2020.

  • Stonebridge Financial Planning Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 300 Invesco S&P 500 Low Volatility ETF shares in Q4 2020, an estimated $17K.
  • Stonebridge Financial Planning Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Invesco S&P 500 Low Volatility ETF position peaked at $25K in Q4 2019.
  • 593 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2020, filed 27 Jan 2021.