Wealthcare Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-75	Closed	-$4K	–	581
2021 Q1	$4K	Buy	+75	New	+$4.22K	﹤0.01%	444
2015 Q3	–	Sell	-1,330	Closed	-$49K	–	367
2015 Q2	$49K	Sell	1,330 -9,609	-88%	-$360K	0.01%	103
2015 Q1	$415K	Buy	+10,939	New	+$417K	0.05%	55

Other funds holding SPLV

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wealthcare Capital Management's SPLV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2021, closing a stake of 75 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in SPLV in Q1 2015 and held it in 3 quarters. The position peaked at $415K in Q1 2015. 584 funds tracked by Wall St. Rank hold SPLV as of Q2 2021.

Wealthcare Capital Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 75 Invesco S&P 500 Low Volatility ETF shares in Q2 2021, an estimated $4K.
Wealthcare Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Invesco S&P 500 Low Volatility ETF position peaked at $415K in Q1 2015.
584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.