IFP Advisors’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History

IFP Advisors’s Portfolio SPMV Stock Details SPMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,090	Closed	-$29K	–	4305
2022 Q4	$29K	Buy	+1,090	New	+$39.3K	﹤0.01%	2631

Other funds holding SPMV

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

IFP Advisors's SPMV Position: Q1 2023 in Review

IFP Advisors sold out of Invesco S&P 500 Minimum Variance ETF (SPMV) in Q1 2023, closing a stake of 1,090 shares — an estimated $29K sold.

IFP Advisors first reported a position in SPMV in Q4 2022 and held it in 1 quarter. The position peaked at $29K in Q4 2022. 9 funds tracked by Wall St. Rank hold SPMV as of Q1 2023.

IFP Advisors reported no remaining Invesco S&P 500 Minimum Variance ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1,090 Invesco S&P 500 Minimum Variance ETF shares in Q1 2023, an estimated $29K.
IFP Advisors first reported a position in Invesco S&P 500 Minimum Variance ETF in Q4 2022 and held it in 1 quarter.
IFP Advisors's Invesco S&P 500 Minimum Variance ETF position peaked at $29K in Q4 2022.
9 funds tracked by Wall St. Rank held Invesco S&P 500 Minimum Variance ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.