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Capasso Planning Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Capasso Planning Partners’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 		– Sell
-6,080
Closed -$379K – 103
2023
Q1 		$379K Buy
+6,080
New +$380K 0.22% 66

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Bank of America
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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capasso Planning Partners's SPLV Position: Q2 2023 in Review

Capasso Planning Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2023, closing a stake of 6,080 shares — an estimated $379K sold.

Capasso Planning Partners first reported a position in SPLV in Q1 2023 and held it in 1 quarter. The position peaked at $379K in Q1 2023. 709 funds tracked by Wall St. Rank hold SPLV as of Q2 2023.

  • Capasso Planning Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
  • Capasso Planning Partners sold 6,080 Invesco S&P 500 Low Volatility ETF shares in Q2 2023, an estimated $379K.
  • Capasso Planning Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and held it in 1 quarter.
  • Capasso Planning Partners's Invesco S&P 500 Low Volatility ETF position peaked at $379K in Q1 2023.
  • 709 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2023.

Based on Capasso Planning Partners's 13F filing for Q2 2023, filed 11 Aug 2023.