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Axim Planning & Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-67
Closed -$4K – 146
2022
Q3 		$4K Hold
67
– – ﹤0.01% 138
2022
Q2 		$4K Buy
+67
New +$4.33K ﹤0.01% 113

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

Axim Planning & Wealth's SPLV Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2022, closing a stake of 67 shares — an estimated $4K sold.

Axim Planning & Wealth first reported a position in SPLV in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 746 funds tracked by Wall St. Rank hold SPLV as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 67 Invesco S&P 500 Low Volatility ETF shares in Q4 2022, an estimated $4K.
  • Axim Planning & Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $4K in Q3 2022.
  • 746 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.