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Goldstone Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Goldstone Financial 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
2024
Q4 		– Sell
-7,919
Closed -$568K – 215
2024
Q3 		$568K Buy
+7,919
New +$544K 0.1% 106
2023
Q2 		– Sell
-9,313
Closed -$581K – 173
2023
Q1 		$581K Buy
+9,313
New +$582K 0.19% 79

Other funds holding SPLV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldstone Financial Group's SPLV Position: Q4 2024 in Review

Goldstone Financial Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2024, closing a stake of 7,919 shares — an estimated $568K sold.

Goldstone Financial Group first reported a position in SPLV in Q1 2023 and held it in 2 quarters. The position peaked at $581K in Q1 2023. 745 funds tracked by Wall St. Rank hold SPLV as of Q4 2024.

  • Goldstone Financial Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 7,919 Invesco S&P 500 Low Volatility ETF shares in Q4 2024, an estimated $568K.
  • Goldstone Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and held it in 2 quarters.
  • Goldstone Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $581K in Q1 2023.
  • 745 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2024.

Based on Goldstone Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.