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

Aries 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
2021 Q4	–	Sell	-7,888	Closed	-$480K	–	193
2021 Q3	$480K	Buy	7,888 +189	+2%	+$11.9K	0.2%	105
2021 Q2	$469K	Buy	7,699 +90	+1%	+$5.46K	0.2%	104
2021 Q1	$452K	Sell	7,609 -1,664	-18%	-$93.6K	0.2%	103
2020 Q4	$525K	Sell	9,273 -2,218	-19%	-$122K	0.26%	87
2020 Q3	$616K	Buy	11,491 +41	+0.4%	+$2.18K	0.35%	68
2020 Q2	$569K	Sell	11,450 -9,982	-47%	-$491K	0.35%	72
2020 Q1	$976K	Sell	21,432 -157	-0.7%	-$8.79K	0.74%	40
2019 Q4	$1.25M	Buy	21,589 +745	+4%	+$42.7K	0.77%	37
2019 Q3	$1.2M	Buy	20,844 +1,378	+7%	+$77.7K	0.79%	36
2019 Q2	$1.09M	Sell	19,466 -714	-4%	-$38.4K	0.76%	39
2019 Q1	$1.06M	Buy	+20,180	New	+$1.01M	0.79%	40

Other funds holding SPLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Aries Wealth Management's SPLV Position: Q4 2021 in Review

Aries Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2021, closing a stake of 7,888 shares — an estimated $480K sold.

Aries Wealth Management first reported a position in SPLV in Q1 2019 and held it in 11 quarters. The position peaked at $1.25M in Q4 2019. 663 funds tracked by Wall St. Rank hold SPLV as of Q4 2021.

Aries Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Aries Wealth Management sold 7,888 Invesco S&P 500 Low Volatility ETF shares in Q4 2021, an estimated $480K.
Aries Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and held it in 11 quarters.
Aries Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.25M in Q4 2019.
663 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2021.

Based on Aries Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.