Elmwood Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Elmwood Wealth Management’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	–	Sell	-20	Closed	-$1K	–	291
2021 Q4	$1K	Buy	+20	New	+$1.29K	﹤0.01%	360
2021 Q2	$32K	Hold	520	–	–	0.02%	192
2021 Q1	$30K	Buy	+520	New	+$29.2K	0.02%	190
2020 Q2	–	Sell	-345	Closed	-$16.2K	–	329
2020 Q1	$16.2K	Buy	+345	New	+$19.3K	0.02%	170
2019 Q1	–	Sell	-345	Closed	-$16K	–	300
2018 Q4	$16K	Hold	345	–	–	0.02%	168
2018 Q3	$17.1K	Hold	345	–	–	0.01%	178
2018 Q2	$16.4K	Hold	345	–	–	0.01%	178
2018 Q1	$16.2K	Buy	+345	New	+$16.3K	0.02%	170

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

Elmwood Wealth Management's SPLV Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2022, closing a stake of 20 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in SPLV in Q1 2018 and held it in 8 quarters. The position peaked at $32K in Q2 2021. 662 funds tracked by Wall St. Rank hold SPLV as of Q1 2022.

Elmwood Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 20 Invesco S&P 500 Low Volatility ETF shares in Q1 2022, an estimated $1K.
Elmwood Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2018 and held it in 8 quarters.
Elmwood Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $32K in Q2 2021.
662 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.