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Imprint Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Imprint Wealth’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
Q1 		$322K Buy
4,920
+446
+10% +$28.4K 0.08% 215
2023
Q4 		$280K Buy
4,474
+295
+7% +$17.8K 0.23% 126
2023
Q3 		$246K Sell
4,179
-572
-12% -$35.4K 0.21% 125
2023
Q2 		$298K Sell
4,751
-700
-13% -$43.8K 0.19% 138
2023
Q1 		$340K Buy
+5,451
New +$341K 0.22% 120

Other funds holding SPLV

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
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Imprint Wealth's SPLV Position: Q1 2024 in Review

Imprint Wealth increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 10% in Q1 2024, buying an estimated $28.4K and bringing the position to 4,920 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #215.

Imprint Wealth first reported a position in SPLV in Q1 2023 and has held it in 5 quarters since. The position peaked at $340K in Q1 2023. 690 funds tracked by Wall St. Rank hold SPLV as of Q1 2024.

  • Imprint Wealth held 4,920 shares of Invesco S&P 500 Low Volatility ETF worth $322K as of Q1 2024.
  • Imprint Wealth bought 446 Invesco S&P 500 Low Volatility ETF shares in Q1 2024, an estimated $28.4K.
  • Invesco S&P 500 Low Volatility ETF made up 0.08% of Imprint Wealth's portfolio in Q1 2024, its #215 holding.
  • Imprint Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and has held it in 5 quarters since.
  • Imprint Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $340K in Q1 2023.
  • 690 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.