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

BDO 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
2023 Q2	$61.6K	Hold	980	–	–	0.01%	403
2023 Q1	$61.2K	Hold	980	–	–	0.01%	388
2022 Q4	$62.6K	Hold	980	–	–	0.01%	382
2022 Q3	$57K	Hold	980	–	–	0.01%	389
2022 Q2	$61K	Hold	980	–	–	0.01%	388
2022 Q1	$66K	Hold	980	–	–	0.01%	385
2021 Q4	$67K	Hold	980	–	–	0.01%	399
2021 Q3	$60K	Sell	980 -500	-34%	-$31.5K	0.01%	419
2021 Q2	$90K	Hold	1,480	–	–	0.01%	383
2021 Q1	$86K	Buy	1,480 +1,468	+12,233%	+$82.5K	0.01%	377
2020 Q4	$1K	Buy	+12	New	+$659	﹤0.01%	884
2020 Q2	–	Sell	-116	Closed	-$5K	–	761
2020 Q1	$5K	Buy	116 +1	+0.9%	+$56	﹤0.01%	606
2019 Q4	$7K	Hold	115	–	–	﹤0.01%	459
2019 Q3	$7K	Hold	115	–	–	﹤0.01%	479
2019 Q2	$6K	Hold	115	–	–	﹤0.01%	483
2019 Q1	$6K	Hold	115	–	–	﹤0.01%	459
2018 Q4	$5K	Sell	115 -191	-62%	-$9.26K	﹤0.01%	451
2018 Q3	$15K	Hold	306	–	–	﹤0.01%	420
2018 Q2	$15K	Hold	306	–	–	0.01%	414
2018 Q1	$14K	Buy	+306	New	+$14.5K	0.01%	368
2017 Q3	–	Sell	-306	Closed	-$14K	–	531
2017 Q2	$14K	Buy	+306	New	+$13.6K	0.01%	337

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

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

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

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

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

BDO Wealth Advisors's SPLV Position: Q2 2023 in Review

BDO Wealth Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2023 at 980 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #403.

BDO Wealth Advisors first reported a position in SPLV in Q2 2017 and has held it in 21 quarters since. The position peaked at $90K in Q2 2021. 709 funds tracked by Wall St. Rank hold SPLV as of Q2 2023.

BDO Wealth Advisors held 980 shares of Invesco S&P 500 Low Volatility ETF worth $61.6K as of Q2 2023.
BDO Wealth Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2023.
Invesco S&P 500 Low Volatility ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #403 holding.
BDO Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2017 and has held it in 21 quarters since.
BDO Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $90K in Q2 2021.
709 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.