Freedman Financial Associates’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Freedman Financial Associates’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	-103	Closed	-$7K	–	358
2022 Q1	$7K	Hold	103	–	–	﹤0.01%	390
2021 Q4	$7K	Hold	103	–	–	﹤0.01%	368
2021 Q3	$6K	Hold	103	–	–	﹤0.01%	391
2021 Q2	$6K	Hold	103	–	–	﹤0.01%	384
2021 Q1	$6K	Hold	103	–	–	0.01%	387
2020 Q4	$6K	Buy	+103	New	+$5.66K	0.01%	387

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

Freedman Financial Associates's SPLV Position: Q2 2022 in Review

Freedman Financial Associates sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2022, closing a stake of 103 shares — an estimated $7K sold.

Freedman Financial Associates first reported a position in SPLV in Q4 2020 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 671 funds tracked by Wall St. Rank hold SPLV as of Q2 2022.

Freedman Financial Associates reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 103 Invesco S&P 500 Low Volatility ETF shares in Q2 2022, an estimated $7K.
Freedman Financial Associates first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Invesco S&P 500 Low Volatility ETF position peaked at $7K in Q1 2022.
671 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.