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

Alpine Bank Wealth 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
2024 Q3	$7.03K	Buy	+98	New	+$6.73K	﹤0.01%	400

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpine Bank Wealth Management's SPLV Position: Q3 2024 in Review

Alpine Bank Wealth Management opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2024: 98 shares worth $7.03K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings.

711 funds tracked by Wall St. Rank hold SPLV as of Q3 2024.

Alpine Bank Wealth Management held 98 shares of Invesco S&P 500 Low Volatility ETF worth $7.03K as of Q3 2024.
Invesco S&P 500 Low Volatility ETF was a new Alpine Bank Wealth Management position in Q3 2024.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q3 2024, its #400 holding.
711 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2024.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.