RAFFA WEALTH MANAGEMENT, LLC’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q1	–	Sell	-20,844	Closed	-$972K	–	744
2018 Q4	$972K	Buy	20,844 +4,373	+27%	+$212K	0.37%	28
2018 Q3	$816K	Hold	16,471	–	–	0.29%	31
2018 Q2	$781K	Hold	16,471	–	–	0.29%	30
2018 Q1	$774K	Hold	16,471	–	–	0.28%	27
2017 Q4	$786K	Buy	16,471 +2,134	+15%	+$101K	0.3%	30
2017 Q3	$656K	Buy	14,337 +3,341	+30%	+$151K	0.27%	32
2017 Q2	$492K	Buy	+10,996	New	+$487K	0.21%	38

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's SPLV Position: Q1 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2019, closing a stake of 20,844 shares — an estimated $972K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SPLV in Q2 2017 and held it in 7 quarters. The position peaked at $972K in Q4 2018. 492 funds tracked by Wall St. Rank hold SPLV as of Q1 2019.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 20,844 Invesco S&P 500 Low Volatility ETF shares in Q1 2019, an estimated $972K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2017 and held it in 7 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Invesco S&P 500 Low Volatility ETF position peaked at $972K in Q4 2018.
492 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2019, filed 27 Jul 2026.