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

Wealthfront’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
2015
Q4 		– Sell
-1,269
Closed -$46K – 939
2015
Q3 		$46K Buy
+1,269
New +$47K ﹤0.01% 535

Other funds holding SPLV

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's SPLV Position: Q4 2015 in Review

Wealthfront sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2015, closing a stake of 1,269 shares — an estimated $46K sold.

Wealthfront first reported a position in SPLV in Q3 2015 and held it in 1 quarter. The position peaked at $46K in Q3 2015. 246 funds tracked by Wall St. Rank hold SPLV as of Q4 2015.

  • Wealthfront reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,269 Invesco S&P 500 Low Volatility ETF shares in Q4 2015, an estimated $46K.
  • Wealthfront first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Invesco S&P 500 Low Volatility ETF position peaked at $46K in Q3 2015.
  • 246 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.