Buckingham Strategic Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Buckingham Strategic 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
2024 Q2	$266K	Sell	4,097 -528	-11%	-$34.2K	﹤0.01%	631
2024 Q1	$305K	Buy	4,625 +615	+15%	+$39.2K	﹤0.01%	585
2023 Q4	$251K	Buy	4,010 +423	+12%	+$25.5K	﹤0.01%	623
2023 Q3	$211K	Buy	3,587 +170	+5%	+$10.5K	﹤0.01%	620
2023 Q2	$215K	Hold	3,417	–	–	﹤0.01%	622
2023 Q1	$218K	Hold	3,417	–	–	﹤0.01%	550
2022 Q4	$218K	Sell	3,417 -618	-15%	-$38.3K	﹤0.01%	552
2022 Q3	$233K	Hold	4,035	–	–	﹤0.01%	518
2022 Q2	$250K	Buy	4,035 +128	+3%	+$8.28K	﹤0.01%	505
2022 Q1	$262K	Buy	+3,907	New	+$254K	0.01%	502
2020 Q2	–	Sell	-14,646	Closed	-$687K	–	468
2020 Q1	$687K	Buy	+14,646	New	+$820K	0.07%	214

Other funds holding SPLV

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

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

APF

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Buckingham Strategic Wealth's SPLV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 11% in Q2 2024, selling an estimated $34.2K and leaving 4,097 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Buckingham Strategic Wealth first reported a position in SPLV in Q1 2020 and has held it in 11 quarters since. The position peaked at $687K in Q1 2020. 685 funds tracked by Wall St. Rank hold SPLV as of Q2 2024.

Buckingham Strategic Wealth held 4,097 shares of Invesco S&P 500 Low Volatility ETF worth $266K as of Q2 2024.
Buckingham Strategic Wealth sold 528 Invesco S&P 500 Low Volatility ETF shares in Q2 2024, an estimated $34.2K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #631 holding.
Buckingham Strategic Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and has held it in 11 quarters since.
Buckingham Strategic Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $687K in Q1 2020.
685 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.