Clear Perspectives Financial Planning’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$1.66M	Sell	26,675 -2,031	-7%	-$127K	0.93%	22
2022 Q4	$1.83M	Buy	28,706 +843	+3%	+$52.3K	0.97%	23
2022 Q3	$1.61M	Buy	27,863 +23,870	+598%	+$1.51M	0.79%	27
2022 Q2	$248K	Hold	3,993	–	–	0.1%	46
2022 Q1	$268K	Sell	3,993 -150	-4%	-$9.76K	0.1%	45
2021 Q4	$284K	Hold	4,143	–	–	0.11%	50
2021 Q3	$252K	Hold	4,143	–	–	0.11%	53
2021 Q2	$252K	Hold	4,143	–	–	0.12%	56
2021 Q1	$241K	Hold	4,143	–	–	0.14%	54
2020 Q4	$233K	Buy	+4,143	New	+$227K	0.15%	51

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

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clear Perspectives Financial Planning's SPLV Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 7.1% in Q1 2023, selling an estimated $127K and leaving 26,675 shares worth $1.66M. The position accounts for 0.93% of the portfolio, ranked #22.

Clear Perspectives Financial Planning first reported a position in SPLV in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.83M in Q4 2022. 712 funds tracked by Wall St. Rank hold SPLV as of Q1 2023.

Clear Perspectives Financial Planning held 26,675 shares of Invesco S&P 500 Low Volatility ETF worth $1.66M as of Q1 2023.
Clear Perspectives Financial Planning sold 2,031 Invesco S&P 500 Low Volatility ETF shares in Q1 2023, an estimated $127K.
Invesco S&P 500 Low Volatility ETF made up 0.93% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #22 holding.
Clear Perspectives Financial Planning first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Invesco S&P 500 Low Volatility ETF position peaked at $1.83M in Q4 2022.
712 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.