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CFO4Life’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

CFO4Life’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
Q4 		$295K Buy
+4,616
New +$286K 0.06% 131

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFO4Life's SPLV Position: Q4 2022 in Review

CFO4Life opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2022: 4,616 shares worth $295K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings.

746 funds tracked by Wall St. Rank hold SPLV as of Q4 2022.

  • CFO4Life held 4,616 shares of Invesco S&P 500 Low Volatility ETF worth $295K as of Q4 2022.
  • Invesco S&P 500 Low Volatility ETF was a new CFO4Life position in Q4 2022.
  • Invesco S&P 500 Low Volatility ETF made up 0.06% of CFO4Life's portfolio in Q4 2022, its #131 holding.
  • 746 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.