Wealthspire Advisors (Maryland)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q3	–	Sell	-745	Closed	-$35K	–	2494
2018 Q2	$35K	Buy	+745	New	+$34.9K	﹤0.01%	1096
2018 Q1	–	Sell	-1,940	Closed	-$93K	–	2626
2017 Q4	$93K	Buy	+1,940	New	+$91.5K	0.01%	738
2017 Q3	–	Sell	-1,619	Closed	-$72K	–	2438
2017 Q2	$72K	Hold	1,619	–	–	0.01%	822
2017 Q1	$70K	Hold	1,619	–	–	0.01%	709
2016 Q4	$67K	Sell	1,619 -107	-6%	-$4.36K	0.01%	692
2016 Q3	$72K	Buy	1,726 +107	+7%	+$4.53K	0.01%	674
2016 Q2	$69K	Hold	1,619	–	–	0.01%	641
2016 Q1	$65K	Hold	1,619	–	–	0.01%	633
2015 Q4	$62K	Buy	+1,619	New	+$61.8K	0.01%	659

Other funds holding SPLV

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

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

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

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPLV Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2018, closing a stake of 745 shares — an estimated $35K sold.

Wealthspire Advisors (Maryland) first reported a position in SPLV in Q4 2015 and held it in 9 quarters. The position peaked at $93K in Q4 2017. 388 funds tracked by Wall St. Rank hold SPLV as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 745 Invesco S&P 500 Low Volatility ETF shares in Q3 2018, an estimated $35K.
Wealthspire Advisors (Maryland) first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Invesco S&P 500 Low Volatility ETF position peaked at $93K in Q4 2017.
388 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.