Clear Creek Financial Management’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History

Clear Creek Financial Management’s Portfolio SPMV Stock Details SPMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,184	Closed	-$228K	–	340
2023 Q1	$228K	Sell	6,184 -1,270	-17%	-$46.4K	0.04%	264
2022 Q4	$272K	Sell	7,454 -733	-9%	-$26.4K	0.06%	226
2022 Q3	$275K	Buy	8,187 +1,889	+30%	+$69.7K	0.06%	205
2022 Q2	$225K	Sell	6,298 -651	-9%	-$24.6K	0.05%	258
2022 Q1	$279K	Hold	6,949	–	–	0.04%	268
2021 Q4	$289K	Hold	6,949	–	–	0.04%	255
2021 Q3	$258K	Hold	6,949	–	–	0.04%	261
2021 Q2	$259K	Buy	+6,949	New	+$254K	0.04%	255
2021 Q1	–	Sell	-11,351	Closed	-$385K	–	228
2020 Q4	$385K	Buy	+11,351	New	+$373K	0.07%	211
2020 Q3	–	Sell	-14,269	Closed	-$422K	–	240
2020 Q2	$422K	Buy	+14,269	New	+$407K	0.11%	134

Other funds holding SPMV

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Clear Creek Financial Management's SPMV Position: Q2 2023 in Review

Clear Creek Financial Management sold out of Invesco S&P 500 Minimum Variance ETF (SPMV) in Q2 2023, closing a stake of 6,184 shares — an estimated $228K sold.

Clear Creek Financial Management first reported a position in SPMV in Q2 2020 and held it in 10 quarters. The position peaked at $422K in Q2 2020. 10 funds tracked by Wall St. Rank hold SPMV as of Q2 2023.

Clear Creek Financial Management reported no remaining Invesco S&P 500 Minimum Variance ETF position as of Q2 2023 after selling out during the quarter.
Clear Creek Financial Management sold 6,184 Invesco S&P 500 Minimum Variance ETF shares in Q2 2023, an estimated $228K.
Clear Creek Financial Management first reported a position in Invesco S&P 500 Minimum Variance ETF in Q2 2020 and held it in 10 quarters.
Clear Creek Financial Management's Invesco S&P 500 Minimum Variance ETF position peaked at $422K in Q2 2020.
10 funds tracked by Wall St. Rank held Invesco S&P 500 Minimum Variance ETF as of Q2 2023.

Based on Clear Creek Financial Management's 13F filing for Q2 2023, filed 17 Jul 2023.