US Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

US Financial Advisors’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
2016 Q1	–	Sell	-44,569	Closed	-$1.72M	–	593
2015 Q4	$1.72M	Buy	44,569 +134	+0.3%	+$5.11K	1.63%	16
2015 Q3	$1.6M	Sell	44,435 -98	-0.2%	-$3.63K	2.66%	8
2015 Q2	$1.63M	Buy	44,533 +671	+2%	+$25.2K	1.54%	16
2015 Q1	$1.66M	Sell	43,862 -451	-1%	-$17.2K	1.51%	16
2014 Q4	$1.68M	Buy	+44,313	New	+$1.62M	1.5%	16

Other funds holding SPLV

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

US Financial Advisors's SPLV Position: Q1 2016 in Review

US Financial Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2016, closing a stake of 44,569 shares — an estimated $1.72M sold.

US Financial Advisors first reported a position in SPLV in Q4 2014 and held it in 5 quarters. The position peaked at $1.72M in Q4 2015. 263 funds tracked by Wall St. Rank hold SPLV as of Q1 2016.

US Financial Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 44,569 Invesco S&P 500 Low Volatility ETF shares in Q1 2016, an estimated $1.72M.
US Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2014 and held it in 5 quarters.
US Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.72M in Q4 2015.
263 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.