YorkBridge Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-106	Closed	-$6K	–	570
2019 Q2	$6K	Hold	106	–	–	﹤0.01%	646
2019 Q1	$6K	Hold	106	–	–	﹤0.01%	643
2018 Q4	$5K	Hold	106	–	–	﹤0.01%	641
2018 Q3	$5K	Hold	106	–	–	﹤0.01%	658
2018 Q2	$5K	Hold	106	–	–	﹤0.01%	689
2018 Q1	$5K	Hold	106	–	–	﹤0.01%	686
2017 Q4	$5K	Hold	106	–	–	﹤0.01%	708
2017 Q3	$5K	Hold	106	–	–	﹤0.01%	712
2017 Q2	$5K	Hold	106	–	–	﹤0.01%	709
2017 Q1	$5K	Hold	106	–	–	﹤0.01%	695
2016 Q4	$4K	Buy	+106	New	+$4.32K	﹤0.01%	695

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

YorkBridge Wealth Partners's SPLV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2019, closing a stake of 106 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in SPLV in Q4 2016 and held it in 11 quarters. The position peaked at $6K in Q2 2019. 540 funds tracked by Wall St. Rank hold SPLV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 106 Invesco S&P 500 Low Volatility ETF shares in Q3 2019, an estimated $6K.
YorkBridge Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $6K in Q2 2019.
540 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.