FFM
SPLV icon

Forum Financial Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Forum Financial 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
2023
Q4 		– Sell
-4,135
Closed -$243K – 718
2023
Q3 		$243K Buy
+4,135
New +$256K 0.01% 501

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Forum Financial Management's SPLV Position: Q4 2023 in Review

Forum Financial Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2023, closing a stake of 4,135 shares — an estimated $243K sold.

Forum Financial Management first reported a position in SPLV in Q3 2023 and held it in 1 quarter. The position peaked at $243K in Q3 2023. 727 funds tracked by Wall St. Rank hold SPLV as of Q4 2023.

  • Forum Financial Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Forum Financial Management sold 4,135 Invesco S&P 500 Low Volatility ETF shares in Q4 2023, an estimated $243K.
  • Forum Financial Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2023 and held it in 1 quarter.
  • Forum Financial Management's Invesco S&P 500 Low Volatility ETF position peaked at $243K in Q3 2023.
  • 727 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2023.

Based on Forum Financial Management's 13F filing for Q4 2023, filed 7 Feb 2024.