First National Bank of South Miami’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

First National Bank of South Miami’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
2021 Q4	–	Sell	-750	Closed	-$46K	–	376
2021 Q3	$46K	Buy	+750	New	+$47.3K	0.03%	217

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

First National Bank of South Miami's SPLV Position: Q4 2021 in Review

First National Bank of South Miami sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2021, closing a stake of 750 shares — an estimated $46K sold.

First National Bank of South Miami first reported a position in SPLV in Q3 2021 and held it in 1 quarter. The position peaked at $46K in Q3 2021. 664 funds tracked by Wall St. Rank hold SPLV as of Q4 2021.

First National Bank of South Miami reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
First National Bank of South Miami sold 750 Invesco S&P 500 Low Volatility ETF shares in Q4 2021, an estimated $46K.
First National Bank of South Miami first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2021 and held it in 1 quarter.
First National Bank of South Miami's Invesco S&P 500 Low Volatility ETF position peaked at $46K in Q3 2021.
664 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2021.

Based on First National Bank of South Miami's 13F filing for Q4 2021, filed 18 Jan 2022.