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Woodard & Company Asset Management Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Woodard & Company Asset Management Group’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
Q2 		– Sell
-220
Closed -$10K – 225
2018
Q1 		$10K Hold
220
– – 0.01% 153
2017
Q4 		$11K Buy
+220
New +$10.4K 0.01% 162

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Woodard & Company Asset Management Group's SPLV Position: Q2 2018 in Review

Woodard & Company Asset Management Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2018, closing a stake of 220 shares — an estimated $10K sold.

Woodard & Company Asset Management Group first reported a position in SPLV in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 364 funds tracked by Wall St. Rank hold SPLV as of Q2 2018.

  • Woodard & Company Asset Management Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 220 Invesco S&P 500 Low Volatility ETF shares in Q2 2018, an estimated $10K.
  • Woodard & Company Asset Management Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Invesco S&P 500 Low Volatility ETF position peaked at $11K in Q4 2017.
  • 364 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2018, filed 9 Aug 2018.