CFM Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

CFM Wealth 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
2022 Q3	–	Sell	-3,497	Closed	-$217K	–	164
2022 Q2	$217K	Sell	3,497 -1,600	-31%	-$103K	0.07%	157
2022 Q1	$342K	Buy	5,097 +784	+18%	+$51K	0.08%	140
2021 Q4	$293K	Hold	4,313	–	–	0.07%	150
2021 Q3	$262K	Hold	4,313	–	–	0.07%	156
2021 Q2	$263K	Hold	4,313	–	–	0.07%	147
2021 Q1	$251K	Hold	4,313	–	–	0.08%	143
2020 Q4	$243K	Hold	4,313	–	–	0.08%	140
2020 Q3	$231K	Sell	4,313 -3,639	-46%	-$193K	0.08%	133
2020 Q2	$395K	Sell	7,952 -3	-0%	-$147	0.15%	93
2020 Q1	$373K	Hold	7,955	–	–	0.17%	89
2019 Q4	$473K	Buy	+7,955	New	+$456K	0.17%	89

Other funds holding SPLV

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFM Wealth Partners's SPLV Position: Q3 2022 in Review

CFM Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2022, closing a stake of 3,497 shares — an estimated $217K sold.

CFM Wealth Partners first reported a position in SPLV in Q4 2019 and held it in 11 quarters. The position peaked at $473K in Q4 2019. 684 funds tracked by Wall St. Rank hold SPLV as of Q3 2022.

CFM Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
CFM Wealth Partners sold 3,497 Invesco S&P 500 Low Volatility ETF shares in Q3 2022, an estimated $217K.
CFM Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 11 quarters.
CFM Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $473K in Q4 2019.
684 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2022.

Based on CFM Wealth Partners's 13F filing for Q3 2022, filed 17 Oct 2022.