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Summit Securities Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Summit Securities 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
2015
Q4 		– Sell
-800
Closed -$29K – 419
2015
Q3 		$29K Buy
+800
New +$29.6K 0.02% 192

Other funds holding SPLV

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Securities Group's SPLV Position: Q4 2015 in Review

Summit Securities Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2015, closing a stake of 800 shares — an estimated $29K sold.

Summit Securities Group first reported a position in SPLV in Q3 2015 and held it in 1 quarter. The position peaked at $29K in Q3 2015. 246 funds tracked by Wall St. Rank hold SPLV as of Q4 2015.

  • Summit Securities Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2015 after selling out during the quarter.
  • Summit Securities Group sold 800 Invesco S&P 500 Low Volatility ETF shares in Q4 2015, an estimated $29K.
  • Summit Securities Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2015 and held it in 1 quarter.
  • Summit Securities Group's Invesco S&P 500 Low Volatility ETF position peaked at $29K in Q3 2015.
  • 246 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2015.

Based on Summit Securities Group's 13F filing for Q4 2015, filed 11 Feb 2016.