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Advanced Research Investment Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Advanced Research Investment Solutions’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
2022
Q2 		– Sell
-200
Closed -$13K – 176
2022
Q1 		$13K Hold
200
– – 0.01% 125
2021
Q4 		$13K Buy
+200
New +$12.9K ﹤0.01% 127

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advanced Research Investment Solutions's SPLV Position: Q2 2022 in Review

Advanced Research Investment Solutions sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2022, closing a stake of 200 shares — an estimated $13K sold.

Advanced Research Investment Solutions first reported a position in SPLV in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 671 funds tracked by Wall St. Rank hold SPLV as of Q2 2022.

  • Advanced Research Investment Solutions reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 200 Invesco S&P 500 Low Volatility ETF shares in Q2 2022, an estimated $13K.
  • Advanced Research Investment Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and held it in 2 quarters.
  • Advanced Research Investment Solutions's Invesco S&P 500 Low Volatility ETF position peaked at $13K in Q1 2022.
  • 671 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q2 2022, filed 3 Aug 2022.