Ayalon Insurance Company’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ayalon Insurance Company’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
2023 Q4	–	Sell	-33,495	Closed	-$1.97M	–	86
2023 Q3	$1.97M	Sell	33,495 -1,198	-3%	-$74K	0.83%	33
2023 Q2	$2.18M	Hold	34,693	–	–	0.91%	30
2023 Q1	$2.17M	Buy	34,693 +16,689	+93%	+$1.04M	0.93%	27
2022 Q4	$4.79M	Sell	18,004 -46,849	-72%	-$2.91M	2.26%	13
2022 Q3	$3.75M	Sell	64,853 -8,805	-12%	-$557K	1.77%	17
2022 Q2	$4.57M	Buy	73,658 +36,438	+98%	+$2.36M	2.17%	14
2022 Q1	$2.5M	Buy	+37,220	New	+$2.42M	0.85%	32

Other funds holding SPLV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ayalon Insurance Company's SPLV Position: Q4 2023 in Review

Ayalon Insurance Company sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2023, closing a stake of 33,495 shares — an estimated $1.97M sold.

Ayalon Insurance Company first reported a position in SPLV in Q1 2022 and held it in 7 quarters. The position peaked at $4.79M in Q4 2022. 727 funds tracked by Wall St. Rank hold SPLV as of Q4 2023.

Ayalon Insurance Company reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
Ayalon Insurance Company sold 33,495 Invesco S&P 500 Low Volatility ETF shares in Q4 2023, an estimated $1.97M.
Ayalon Insurance Company first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and held it in 7 quarters.
Ayalon Insurance Company's Invesco S&P 500 Low Volatility ETF position peaked at $4.79M in Q4 2022.
727 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2023.

Based on Ayalon Insurance Company's 13F filing for Q4 2023, filed 16 Jan 2024.