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Eagle Strategies’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Eagle Strategies’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
Q2 		– Sell
-42,007
Closed -$2.77M – 314
2024
Q1 		$2.77M Buy
+42,007
New +$2.68M 0.61% 39

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Strategies's SPLV Position: Q2 2024 in Review

Eagle Strategies sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2024, closing a stake of 42,007 shares — an estimated $2.77M sold.

Eagle Strategies first reported a position in SPLV in Q1 2024 and held it in 1 quarter. The position peaked at $2.77M in Q1 2024. 685 funds tracked by Wall St. Rank hold SPLV as of Q2 2024.

  • Eagle Strategies reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
  • Eagle Strategies sold 42,007 Invesco S&P 500 Low Volatility ETF shares in Q2 2024, an estimated $2.77M.
  • Eagle Strategies first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2024 and held it in 1 quarter.
  • Eagle Strategies's Invesco S&P 500 Low Volatility ETF position peaked at $2.77M in Q1 2024.
  • 685 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.