Baron Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-500	Closed	-$31K	–	174
2022 Q2	$31K	Hold	500	–	–	0.02%	103
2022 Q1	$33.5K	Hold	500	–	–	0.02%	111
2021 Q4	$34.3K	Hold	500	–	–	0.02%	112
2021 Q3	$30.4K	Hold	500	–	–	0.02%	123
2021 Q2	$30.5K	Hold	500	–	–	0.02%	124
2021 Q1	$29.1K	Hold	500	–	–	0.02%	121
2020 Q4	$28.1K	Sell	500 -200	-29%	-$11K	0.02%	120
2020 Q3	$37.5K	Buy	+700	New	+$37.1K	0.04%	99

Other funds holding SPLV

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

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

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baron Financial Group's SPLV Position: Q3 2022 in Review

Baron Financial Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2022, closing a stake of 500 shares — an estimated $31K sold.

Baron Financial Group first reported a position in SPLV in Q3 2020 and held it in 8 quarters. The position peaked at $37.5K in Q3 2020. 684 funds tracked by Wall St. Rank hold SPLV as of Q3 2022.

Baron Financial Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 500 Invesco S&P 500 Low Volatility ETF shares in Q3 2022, an estimated $31K.
Baron Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $37.5K in Q3 2020.
684 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.