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Institutional & Family Asset Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$76.3K Hold
1,174
– – 0.01% 206
2024
Q1 		$77.3K Hold
1,174
– – 0.01% 202
2023
Q4 		$73.6K Hold
1,174
– – 0.01% 207
2023
Q3 		$69K Hold
1,174
– – 0.01% 203
2023
Q2 		$73.7K Hold
1,174
– – 0.01% 202
2023
Q1 		$73.3K Hold
1,174
– – 0.01% 194
2022
Q4 		$75K Hold
1,174
– – 0.01% 193
2022
Q3 		$68K Hold
1,174
– – 0.01% 199
2022
Q2 		$73K Hold
1,174
– – 0.01% 194
2022
Q1 		$79K Hold
1,174
– – 0.01% 219
2021
Q4 		$81K Hold
1,174
– – 0.01% 223
2021
Q3 		$71K Sell
1,174
-241
-17% -$15.2K 0.01% 279
2021
Q2 		$86K Hold
1,415
– – 0.01% 264
2021
Q1 		$82K Hold
1,415
– – 0.02% 290
2020
Q4 		$80K Hold
1,415
– – 0.02% 272
2020
Q3 		$76K Hold
1,415
– – 0.02% 248
2020
Q2 		$70K Hold
1,415
– – 0.01% 271
2020
Q1 		$66K Hold
1,415
– – 0.02% 250
2019
Q4 		$83K Hold
1,415
– – 0.02% 270
2019
Q3 		$82K Hold
1,415
– – 0.02% 244
2019
Q2 		$78K Hold
1,415
– – 0.02% 263
2019
Q1 		$74K Hold
1,415
– – 0.02% 277
2018
Q4 		$66K Hold
1,415
– – 0.01% 284
2018
Q3 		$70K Hold
1,415
– – 0.01% 321
2018
Q2 		$67K Hold
1,415
– – 0.01% 324
2018
Q1 		$66K Buy
+1,415
New +$66.9K 0.01% 302

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Institutional & Family Asset Management's SPLV Position: Q2 2024 in Review

Institutional & Family Asset Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2024 at 1,174 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #206.

Institutional & Family Asset Management first reported a position in SPLV in Q1 2018 and has held it in 26 quarters since. The position peaked at $86K in Q2 2021. 685 funds tracked by Wall St. Rank hold SPLV as of Q2 2024.

  • Institutional & Family Asset Management held 1,174 shares of Invesco S&P 500 Low Volatility ETF worth $76.3K as of Q2 2024.
  • Institutional & Family Asset Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2024.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #206 holding.
  • Institutional & Family Asset Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Invesco S&P 500 Low Volatility ETF position peaked at $86K in Q2 2021.
  • 685 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.