Sunflower Bank Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sunflower Bank Wealth Management’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	-3,745	Closed	-$218K	–	128
2019 Q4	$218K	Hold	3,745	–	–	0.07%	122
2019 Q3	$217K	Hold	3,745	–	–	0.07%	124
2019 Q2	$206K	Buy	+3,745	New	+$201K	0.07%	128
2019 Q1	–	Sell	-4,625	Closed	-$216K	–	132
2018 Q4	$216K	Hold	4,625	–	–	0.07%	122
2018 Q3	$229K	Sell	4,625 -60	-1%	-$2.95K	0.06%	131
2018 Q2	$222K	Hold	4,685	–	–	0.06%	133
2018 Q1	$220K	Sell	4,685 -65	-1%	-$3.08K	0.06%	132
2017 Q4	$227K	Buy	+4,750	New	+$224K	0.06%	124

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

Sunflower Bank Wealth Management's SPLV Position: Q1 2020 in Review

Sunflower Bank Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2020, closing a stake of 3,745 shares — an estimated $218K sold.

Sunflower Bank Wealth Management first reported a position in SPLV in Q4 2017 and held it in 8 quarters. The position peaked at $229K in Q3 2018. 595 funds tracked by Wall St. Rank hold SPLV as of Q1 2020.

Sunflower Bank Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Sunflower Bank Wealth Management sold 3,745 Invesco S&P 500 Low Volatility ETF shares in Q1 2020, an estimated $218K.
Sunflower Bank Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and held it in 8 quarters.
Sunflower Bank Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $229K in Q3 2018.
595 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.