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Buck Wealth Strategies’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Buck Wealth Strategies’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
-618
Closed -$36.3K – 297
2023
Q3 		$36.3K Buy
+618
New +$38.2K 0.01% 135
2023
Q2 		– Sell
-616
Closed -$38.4K – 279
2023
Q1 		$38.4K Buy
+616
New +$38.5K 0.02% 65

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
LPL Financial
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Buck Wealth Strategies's SPLV Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2023, closing a stake of 618 shares — an estimated $36.3K sold.

Buck Wealth Strategies first reported a position in SPLV in Q1 2023 and held it in 2 quarters. The position peaked at $38.4K in Q1 2023. 727 funds tracked by Wall St. Rank hold SPLV as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 618 Invesco S&P 500 Low Volatility ETF shares in Q4 2023, an estimated $36.3K.
  • Buck Wealth Strategies first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's Invesco S&P 500 Low Volatility ETF position peaked at $38.4K in Q1 2023.
  • 727 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.