DT Investment Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

DT Investment 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
2024 Q4	–	Sell	-955	Closed	-$68.5K	–	627
2024 Q3	$68.5K	Hold	955	–	–	0.01%	221
2024 Q2	$62K	Hold	955	–	–	0.01%	220
2024 Q1	$62.9K	Hold	955	–	–	0.01%	211
2023 Q4	$60.7K	Hold	955	–	–	0.01%	208
2023 Q3	$56.1K	Hold	955	–	–	0.01%	195
2023 Q2	$60.2K	Hold	955	–	–	0.01%	198
2023 Q1	$61.4K	Hold	955	–	–	0.01%	197
2022 Q4	$61K	Hold	955	–	–	0.01%	195
2022 Q3	$55K	Buy	+955	New	+$60.4K	0.01%	194

Other funds holding SPLV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

DT Investment Partners's SPLV Position: Q4 2024 in Review

DT Investment Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2024, closing a stake of 955 shares — an estimated $68.5K sold.

DT Investment Partners first reported a position in SPLV in Q3 2022 and held it in 9 quarters. The position peaked at $68.5K in Q3 2024. 745 funds tracked by Wall St. Rank hold SPLV as of Q4 2024.

DT Investment Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
DT Investment Partners sold 955 Invesco S&P 500 Low Volatility ETF shares in Q4 2024, an estimated $68.5K.
DT Investment Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2022 and held it in 9 quarters.
DT Investment Partners's Invesco S&P 500 Low Volatility ETF position peaked at $68.5K in Q3 2024.
745 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2024.

Based on DT Investment Partners's 13F filing for Q4 2024, filed 30 Jan 2025.