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Global Wealth Strategies & Associates’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Global Wealth Strategies & 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
2023
Q4 		– Sell
-71
Closed -$4.17K – 357
2023
Q3 		$4.17K Hold
71
– – ﹤0.01% 220
2023
Q2 		$4.46K Hold
71
– – ﹤0.01% 213
2023
Q1 		$4.43K Hold
71
– – ﹤0.01% 215
2022
Q4 		$4.54K Buy
+71
New +$4.41K ﹤0.01% 214

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

Global Wealth Strategies & Associates's SPLV Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2023, closing a stake of 71 shares — an estimated $4.17K sold.

Global Wealth Strategies & Associates first reported a position in SPLV in Q4 2022 and held it in 4 quarters. The position peaked at $4.54K in Q4 2022. 727 funds tracked by Wall St. Rank hold SPLV as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 71 Invesco S&P 500 Low Volatility ETF shares in Q4 2023, an estimated $4.17K.
  • Global Wealth Strategies & Associates first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Invesco S&P 500 Low Volatility ETF position peaked at $4.54K in Q4 2022.
  • 727 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.