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

Jackson Wealth 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
Q1 		– Sell
-6,869
Closed -$439K – 168
2022
Q4 		$439K Buy
+6,869
New +$426K 0.16% 73
2022
Q1 		– Sell
-10,989
Closed -$754K – 127
2021
Q4 		$754K Buy
+10,989
New +$707K 0.1% 99

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jackson Wealth Management's SPLV Position: Q1 2023 in Review

Jackson Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2023, closing a stake of 6,869 shares — an estimated $439K sold.

Jackson Wealth Management first reported a position in SPLV in Q4 2021 and held it in 2 quarters. The position peaked at $754K in Q4 2021. 712 funds tracked by Wall St. Rank hold SPLV as of Q1 2023.

  • Jackson Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 6,869 Invesco S&P 500 Low Volatility ETF shares in Q1 2023, an estimated $439K.
  • Jackson Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and held it in 2 quarters.
  • Jackson Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $754K in Q4 2021.
  • 712 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2023.

Based on Jackson Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.