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Castle Financial & Retirement Planning Associates’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$3K Buy
+50
New +$3.22K 0.01% 156

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's SPLV Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2021: 50 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #156 among its holdings.

664 funds tracked by Wall St. Rank hold SPLV as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 50 shares of Invesco S&P 500 Low Volatility ETF worth $3K as of Q4 2021.
  • Invesco S&P 500 Low Volatility ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #156 holding.
  • 664 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.