Clarkston Capital Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Clarkston Capital 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 Q2	–	Sell	-3,627	Closed	-$243K	–	199
2022 Q1	$243K	Hold	3,627	–	–	﹤0.01%	156
2021 Q4	$249K	Hold	3,627	–	–	﹤0.01%	146
2021 Q3	$221K	Hold	3,627	–	–	﹤0.01%	138
2021 Q2	$221K	Buy	+3,627	New	+$220K	﹤0.01%	140

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

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

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

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

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

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

Clarkston Capital Partners's SPLV Position: Q2 2022 in Review

Clarkston Capital Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2022, closing a stake of 3,627 shares — an estimated $243K sold.

Clarkston Capital Partners first reported a position in SPLV in Q2 2021 and held it in 4 quarters. The position peaked at $249K in Q4 2021. 671 funds tracked by Wall St. Rank hold SPLV as of Q2 2022.

Clarkston Capital Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Clarkston Capital Partners sold 3,627 Invesco S&P 500 Low Volatility ETF shares in Q2 2022, an estimated $243K.
Clarkston Capital Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2021 and held it in 4 quarters.
Clarkston Capital Partners's Invesco S&P 500 Low Volatility ETF position peaked at $249K in Q4 2021.
671 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2022.

Based on Clarkston Capital Partners's 13F filing for Q2 2022, filed 10 Aug 2022.