Hunter Associates Investment Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Hunter Associates Investment Management’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 Q2	–	Sell	-3,500	Closed	-$218K	–	255
2023 Q1	$218K	Sell	3,500 -3,600	-51%	-$225K	0.05%	234
2022 Q4	$454K	Buy	+7,100	New	+$440K	0.11%	146
2020 Q4	–	Sell	-4,170	Closed	-$224K	–	201
2020 Q3	$224K	Sell	4,170 -962	-19%	-$51.1K	0.06%	163
2020 Q2	$255K	Buy	+5,132	New	+$252K	0.08%	142

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Hunter Associates Investment Management's SPLV Position: Q2 2023 in Review

Hunter Associates Investment Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2023, closing a stake of 3,500 shares — an estimated $218K sold.

Hunter Associates Investment Management first reported a position in SPLV in Q2 2020 and held it in 4 quarters. The position peaked at $454K in Q4 2022. 709 funds tracked by Wall St. Rank hold SPLV as of Q2 2023.

Hunter Associates Investment Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Hunter Associates Investment Management sold 3,500 Invesco S&P 500 Low Volatility ETF shares in Q2 2023, an estimated $218K.
Hunter Associates Investment Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2020 and held it in 4 quarters.
Hunter Associates Investment Management's Invesco S&P 500 Low Volatility ETF position peaked at $454K in Q4 2022.
709 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2023.

Based on Hunter Associates Investment Management's 13F filing for Q2 2023, filed 3 Aug 2023.