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

Janiczek 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
2024 Q2	–	Sell	-47	Closed	-$3.1K	–	1122
2024 Q1	$3.1K	Hold	47	–	–	﹤0.01%	819
2023 Q4	$2.95K	Hold	47	–	–	﹤0.01%	813
2023 Q3	$2.76K	Buy	+47	New	+$2.9K	﹤0.01%	793
2023 Q2	–	Sell	-61	Closed	-$3.85K	–	1012
2023 Q1	$3.85K	Sell	61 -177	-74%	-$11.1K	﹤0.01%	698
2022 Q4	$15.4K	Sell	238 -162	-41%	-$10.1K	﹤0.01%	489
2022 Q3	$23K	Hold	400	–	–	0.01%	436
2022 Q2	$26K	Sell	400 -292	-42%	-$18.9K	0.01%	433
2022 Q1	$46K	Hold	692	–	–	0.01%	314
2021 Q4	$47K	Buy	692 +530	+327%	+$34.1K	0.01%	318
2021 Q3	$10K	Buy	+162	New	+$10.2K	﹤0.01%	572
2021 Q1	–	Sell	-522	Closed	-$29K	–	886
2020 Q4	$29K	Hold	522	–	–	0.01%	291
2020 Q3	$28K	Hold	522	–	–	0.02%	132
2020 Q2	$26K	Hold	522	–	–	0.01%	108
2020 Q1	$24K	Buy	+522	New	+$29.2K	0.01%	83

Other funds holding SPLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janiczek Wealth Management's SPLV Position: Q2 2024 in Review

Janiczek Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2024, closing a stake of 47 shares — an estimated $3.1K sold.

Janiczek Wealth Management first reported a position in SPLV in Q1 2020 and held it in 14 quarters. The position peaked at $47K in Q4 2021. 685 funds tracked by Wall St. Rank hold SPLV as of Q2 2024.

Janiczek Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
Janiczek Wealth Management sold 47 Invesco S&P 500 Low Volatility ETF shares in Q2 2024, an estimated $3.1K.
Janiczek Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and held it in 14 quarters.
Janiczek Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $47K in Q4 2021.
685 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.