Financial Synergies Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-234	Closed	-$15.4K	–	413
2024 Q1	$15.4K	Hold	234	–	–	﹤0.01%	219
2023 Q4	$15K	Hold	234	–	–	﹤0.01%	158
2023 Q3	$13.8K	Hold	234	–	–	﹤0.01%	211
2023 Q2	$14.7K	Hold	234	–	–	﹤0.01%	199
2023 Q1	$14.6K	Hold	234	–	–	﹤0.01%	208
2022 Q4	$15K	Sell	234 -226	-49%	-$14K	﹤0.01%	158
2022 Q3	$26.6K	Sell	460 -85	-16%	-$5.38K	﹤0.01%	116
2022 Q2	$33.8K	Buy	+545	New	+$35.2K	0.01%	116

Other funds holding SPLV

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Synergies Wealth Advisors's SPLV Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2024, closing a stake of 234 shares — an estimated $15.4K sold.

Financial Synergies Wealth Advisors first reported a position in SPLV in Q2 2022 and held it in 8 quarters. The position peaked at $33.8K in Q2 2022. 685 funds tracked by Wall St. Rank hold SPLV as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 234 Invesco S&P 500 Low Volatility ETF shares in Q2 2024, an estimated $15.4K.
Financial Synergies Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $33.8K in Q2 2022.
685 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.