Advocacy Wealth Management Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Advocacy Wealth Management Services’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	-49,654	Closed	-$3.11M	–	59
2023 Q4	$3.11M	Sell	49,654 -1,424	-3%	-$85.7K	0.3%	39
2023 Q3	$3M	Hold	51,078	–	–	0.33%	22
2023 Q2	$3.21M	Sell	51,078 -2,099	-4%	-$131K	0.37%	21
2023 Q1	$3.32M	Sell	53,177 -11,213	-17%	-$701K	0.4%	21
2022 Q4	$4.11M	Buy	64,390 +5,577	+9%	+$346K	0.54%	18
2022 Q3	$3.5M	Buy	+58,813	New	+$3.72M	0.51%	16
2016 Q4	–	Sell	-17,404	Closed	-$722K	–	378
2016 Q3	$722K	Sell	17,404 -3,407	-16%	-$144K	0.28%	28
2016 Q2	$890K	Sell	20,811 -2,182	-9%	-$88.7K	0.45%	29
2016 Q1	$927K	Sell	22,993 -2,374	-9%	-$90.5K	0.64%	31
2015 Q4	$978K	Buy	+25,367	New	+$968K	1.11%	22

Other funds holding SPLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advocacy Wealth Management Services's SPLV Position: Q1 2024 in Review

Advocacy Wealth Management Services sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2024, closing a stake of 49,654 shares — an estimated $3.11M sold.

Advocacy Wealth Management Services first reported a position in SPLV in Q4 2015 and held it in 10 quarters. The position peaked at $4.11M in Q4 2022. 690 funds tracked by Wall St. Rank hold SPLV as of Q1 2024.

Advocacy Wealth Management Services reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
Advocacy Wealth Management Services sold 49,654 Invesco S&P 500 Low Volatility ETF shares in Q1 2024, an estimated $3.11M.
Advocacy Wealth Management Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and held it in 10 quarters.
Advocacy Wealth Management Services's Invesco S&P 500 Low Volatility ETF position peaked at $4.11M in Q4 2022.
690 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2024, filed 15 Apr 2024.