Wilbanks Smith & Thomas Asset Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wilbanks Smith & Thomas Asset 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
2019 Q1	–	Sell	-8,060	Closed	-$376K	–	421
2018 Q4	$376K	Buy	8,060 +7,760	+2,587%	+$376K	0.03%	230
2018 Q3	$15K	Buy	+300	New	+$14.8K	﹤0.01%	958

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

Wilbanks Smith & Thomas Asset Management's SPLV Position: Q1 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2019, closing a stake of 8,060 shares — an estimated $376K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SPLV in Q3 2018 and held it in 2 quarters. The position peaked at $376K in Q4 2018. 492 funds tracked by Wall St. Rank hold SPLV as of Q1 2019.

Wilbanks Smith & Thomas Asset Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 8,060 Invesco S&P 500 Low Volatility ETF shares in Q1 2019, an estimated $376K.
Wilbanks Smith & Thomas Asset Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2018 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's Invesco S&P 500 Low Volatility ETF position peaked at $376K in Q4 2018.
492 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2019, filed 13 May 2019.