Fortitude Advisory Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-139	Closed	-$9K	–	1124
2022 Q1	$9K	Hold	139	–	–	﹤0.01%	1049
2021 Q4	$10K	Buy	+139	New	+$8.95K	0.01%	1050

Other funds holding SPLV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fortitude Advisory Group's SPLV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2022, closing a stake of 139 shares — an estimated $9K sold.

Fortitude Advisory Group first reported a position in SPLV in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 671 funds tracked by Wall St. Rank hold SPLV as of Q2 2022.

Fortitude Advisory Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 139 Invesco S&P 500 Low Volatility ETF shares in Q2 2022, an estimated $9K.
Fortitude Advisory Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Invesco S&P 500 Low Volatility ETF position peaked at $10K in Q4 2021.
671 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.