VAG
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VisionPoint Advisory Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

VisionPoint Advisory 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
2019
Q2 		– Sell
-25,115
Closed -$1.32M – 141
2019
Q1 		$1.32M Buy
+25,115
New +$1.26M 0.37% 42

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VisionPoint Advisory Group's SPLV Position: Q2 2019 in Review

VisionPoint Advisory Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2019, closing a stake of 25,115 shares — an estimated $1.32M sold.

VisionPoint Advisory Group first reported a position in SPLV in Q1 2019 and held it in 1 quarter. The position peaked at $1.32M in Q1 2019. 522 funds tracked by Wall St. Rank hold SPLV as of Q2 2019.

  • VisionPoint Advisory Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
  • VisionPoint Advisory Group sold 25,115 Invesco S&P 500 Low Volatility ETF shares in Q2 2019, an estimated $1.32M.
  • VisionPoint Advisory Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and held it in 1 quarter.
  • VisionPoint Advisory Group's Invesco S&P 500 Low Volatility ETF position peaked at $1.32M in Q1 2019.
  • 522 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2019.

Based on VisionPoint Advisory Group's 13F filing for Q2 2019, filed 14 Aug 2019.