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Wealth Architects’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wealth Architects’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
Q2 		– Sell
-5,394
Closed -$253K – 151
2020
Q1 		$253K Buy
+5,394
New +$302K 0.09% 104

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Architects's SPLV Position: Q2 2020 in Review

Wealth Architects sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2020, closing a stake of 5,394 shares — an estimated $253K sold.

Wealth Architects first reported a position in SPLV in Q1 2020 and held it in 1 quarter. The position peaked at $253K in Q1 2020. 567 funds tracked by Wall St. Rank hold SPLV as of Q2 2020.

  • Wealth Architects reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Wealth Architects sold 5,394 Invesco S&P 500 Low Volatility ETF shares in Q2 2020, an estimated $253K.
  • Wealth Architects first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and held it in 1 quarter.
  • Wealth Architects's Invesco S&P 500 Low Volatility ETF position peaked at $253K in Q1 2020.
  • 567 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2020.

Based on Wealth Architects's 13F filing for Q2 2020, filed 14 Aug 2020.