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

Independent Wealth Network’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
Q3 		– Sell
-8,871
Closed -$576K – 234
2024
Q2 		$576K Buy
8,871
+736
+9% +$47.7K 0.27% 99
2024
Q1 		$536K Buy
8,135
+40
+0.5% +$2.55K 0.25% 110
2023
Q4 		$507K Buy
+8,095
New +$487K 0.27% 97

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Wealth Network's SPLV Position: Q3 2024 in Review

Independent Wealth Network sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2024, closing a stake of 8,871 shares — an estimated $576K sold.

Independent Wealth Network first reported a position in SPLV in Q4 2023 and held it in 3 quarters. The position peaked at $576K in Q2 2024. 711 funds tracked by Wall St. Rank hold SPLV as of Q3 2024.

  • Independent Wealth Network reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Independent Wealth Network sold 8,871 Invesco S&P 500 Low Volatility ETF shares in Q3 2024, an estimated $576K.
  • Independent Wealth Network first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 3 quarters.
  • Independent Wealth Network's Invesco S&P 500 Low Volatility ETF position peaked at $576K in Q2 2024.
  • 711 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2024.

Based on Independent Wealth Network's 13F filing for Q3 2024, filed 15 Oct 2024.