Hoover Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Hoover Financial Advisors’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
2021 Q2	$5.14M	Hold	84,462	–	–	0.92%	24
2021 Q1	$5.17M	Sell	84,462 -6,145	-7%	-$346K	0.97%	22
2020 Q4	$5.07M	Sell	90,607 -20,405	-18%	-$1.12M	1.27%	15
2020 Q3	$5.96M	Buy	111,012 +3	+0%	+$159	1.96%	12
2020 Q2	$5.51M	Sell	111,009 -1,651	-1%	-$81.1K	2.11%	10
2020 Q1	$5.29M	Sell	112,660 -2,808	-2%	-$157K	2.92%	7
2019 Q4	$6.74M	Buy	+115,468	New	+$6.62M	3.29%	6

Other funds holding SPLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Hoover Financial Advisors's SPLV Position: Q2 2021 in Review

Hoover Financial Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2021 at 84,462 shares worth $5.14M. The position accounts for 0.92% of the portfolio, ranked #24.

Hoover Financial Advisors first reported a position in SPLV in Q4 2019 and has held it in 7 quarters since. The position peaked at $6.74M in Q4 2019. 584 funds tracked by Wall St. Rank hold SPLV as of Q2 2021.

Hoover Financial Advisors held 84,462 shares of Invesco S&P 500 Low Volatility ETF worth $5.14M as of Q2 2021.
Hoover Financial Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2021.
Invesco S&P 500 Low Volatility ETF made up 0.92% of Hoover Financial Advisors's portfolio in Q2 2021, its #24 holding.
Hoover Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 7 quarters since.
Hoover Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $6.74M in Q4 2019.
584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.