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Financiere des Professionnels’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Financiere des Professionnels’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
Q1 		– Sell
-11,000
Closed -$689K – 148
2023
Q4 		$689K Hold
11,000
– – 0.06% 128
2023
Q3 		$647K Buy
+11,000
New +$680K 0.06% 122

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
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financiere des Professionnels's SPLV Position: Q1 2024 in Review

Financiere des Professionnels sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2024, closing a stake of 11,000 shares — an estimated $689K sold.

Financiere des Professionnels first reported a position in SPLV in Q3 2023 and held it in 2 quarters. The position peaked at $689K in Q4 2023. 690 funds tracked by Wall St. Rank hold SPLV as of Q1 2024.

  • Financiere des Professionnels reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • Financiere des Professionnels sold 11,000 Invesco S&P 500 Low Volatility ETF shares in Q1 2024, an estimated $689K.
  • Financiere des Professionnels first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2023 and held it in 2 quarters.
  • Financiere des Professionnels's Invesco S&P 500 Low Volatility ETF position peaked at $689K in Q4 2023.
  • 690 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2024.

Based on Financiere des Professionnels's 13F filing for Q1 2024, filed 11 Apr 2024.