WFMPM
SPLV icon

Woodley Farra Manion Portfolio Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-108
Closed -$5K – 343
2020
Q2 		$5K Sell
108
-316
-75% -$15.5K ﹤0.01% 331
2020
Q1 		$20K Buy
+424
New +$23.7K ﹤0.01% 228

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's SPLV Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2020, closing a stake of 108 shares — an estimated $5K sold.

Woodley Farra Manion Portfolio Management first reported a position in SPLV in Q1 2020 and held it in 2 quarters. The position peaked at $20K in Q1 2020. 559 funds tracked by Wall St. Rank hold SPLV as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 108 Invesco S&P 500 Low Volatility ETF shares in Q3 2020, an estimated $5K.
  • Woodley Farra Manion Portfolio Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's Invesco S&P 500 Low Volatility ETF position peaked at $20K in Q1 2020.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.