Dixon Hughes Goodman Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 Q1	$96K	Buy	1,427 +5	+0.4%	+$325	0.03%	246
2021 Q4	$98K	Buy	+1,422	New	+$91.5K	0.03%	209

Other funds holding SPLV

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SPLV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.35% in Q1 2022, buying an estimated $325 and bringing the position to 1,427 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #246.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPLV in Q4 2021 and has held it in 2 quarters since. The position peaked at $98K in Q4 2021. 662 funds tracked by Wall St. Rank hold SPLV as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 1,427 shares of Invesco S&P 500 Low Volatility ETF worth $96K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 5 Invesco S&P 500 Low Volatility ETF shares in Q1 2022, an estimated $325.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #246 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $98K in Q4 2021.
662 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.