Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Householder Group Estate & Retirement Specialist’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	$46K	Sell	659 -133,576	-100%	-$9.64M	0.03%	218
2024 Q3	$9.63M	Sell	134,235 -14,927	-10%	-$1.03M	2.8%	4
2024 Q2	$9.69M	Sell	149,162 -18,913	-11%	-$1.22M	2.72%	6
2024 Q1	$11.1M	Sell	168,075 -1,500	-0.9%	-$95.6K	3.29%	4
2023 Q4	$10.6M	Sell	169,575 -10,007	-6%	-$602K	3.49%	4
2023 Q3	$10.6M	Buy	+179,582	New	+$11.1M	3.81%	3
2023 Q1	$13.7M	Buy	+220,228	New	+$13.8M	5.27%	1
2022 Q4	–	Sell	-230,603	Closed	-$13.3M	–	1021
2022 Q3	$13.3M	Buy	230,603 +472	+0.2%	+$29.9K	5.5%	1
2022 Q2	$14.3M	Sell	230,131 -2,655	-1%	-$172K	6.37%	1
2022 Q1	$15.6M	Sell	232,786 -414	-0.2%	-$26.9K	6.3%	1
2021 Q4	$16M	Buy	+233,200	New	+$15M	5.96%	1

Other funds holding SPLV

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPLV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 100% in Q4 2024, selling an estimated $9.64M and leaving 659 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #218.

Householder Group Estate & Retirement Specialist first reported a position in SPLV in Q4 2021 and has held it in 11 quarters since. The position peaked at $16M in Q4 2021. 745 funds tracked by Wall St. Rank hold SPLV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 659 shares of Invesco S&P 500 Low Volatility ETF worth $46K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 133,576 Invesco S&P 500 Low Volatility ETF shares in Q4 2024, an estimated $9.64M.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #218 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 Low Volatility ETF position peaked at $16M in Q4 2021.
745 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.