Alta Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Alta Wealth Advisors’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 Q2	–	Sell	-3,129	Closed	-$206K	–	130
2024 Q1	$206K	Sell	3,129 -672	-18%	-$42.8K	0.1%	126
2023 Q4	$238K	Sell	3,801 -4,577	-55%	-$276K	0.13%	116
2023 Q3	$493K	Sell	8,378 -125	-1%	-$7.72K	0.3%	86
2023 Q2	$534K	Buy	8,503 +311	+4%	+$19.5K	0.31%	86
2023 Q1	$511K	Sell	8,192 -2,456	-23%	-$153K	0.32%	91
2022 Q4	$680K	Buy	10,648 +345	+3%	+$21.4K	0.46%	73
2022 Q3	$596K	Buy	10,303 +1,621	+19%	+$103K	0.43%	70
2022 Q2	$537K	Buy	8,682 +3,048	+54%	+$197K	0.37%	83
2022 Q1	$378K	Hold	5,634	–	–	0.22%	116
2021 Q4	$387K	Sell	5,634 -27	-0.5%	-$1.74K	0.24%	116
2021 Q3	$344K	Hold	5,661	–	–	0.25%	117
2021 Q2	$345K	Sell	5,661 -210	-4%	-$12.7K	0.25%	115
2021 Q1	$341K	Sell	5,871 -434	-7%	-$24.4K	0.29%	111
2020 Q4	$355K	Buy	+6,305	New	+$346K	0.3%	106

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

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

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

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

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

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

Alta Wealth Advisors's SPLV Position: Q2 2024 in Review

Alta Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2024, closing a stake of 3,129 shares — an estimated $206K sold.

Alta Wealth Advisors first reported a position in SPLV in Q4 2020 and held it in 14 quarters. The position peaked at $680K in Q4 2022. 685 funds tracked by Wall St. Rank hold SPLV as of Q2 2024.

Alta Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
Alta Wealth Advisors sold 3,129 Invesco S&P 500 Low Volatility ETF shares in Q2 2024, an estimated $206K.
Alta Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 14 quarters.
Alta Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $680K in Q4 2022.
685 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2024.

Based on Alta Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.