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Ables Iannone Moore & Associates’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-10
Closed -$627 – 259
2023
Q4 		$627 Buy
+10
New +$602 ﹤0.01% 273

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ables Iannone Moore & Associates's SPLV Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2024, closing a stake of 10 shares — an estimated $627 sold.

Ables Iannone Moore & Associates first reported a position in SPLV in Q4 2023 and held it in 1 quarter. The position peaked at $627 in Q4 2023. 690 funds tracked by Wall St. Rank hold SPLV as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 10 Invesco S&P 500 Low Volatility ETF shares in Q1 2024, an estimated $627.
  • Ables Iannone Moore & Associates first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Invesco S&P 500 Low Volatility ETF position peaked at $627 in Q4 2023.
  • 690 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.