Johnson Financial Group Inc (Wisconsin)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2022 Q1	–	Sell	-101	Closed	-$7K	–	803
2021 Q4	$7K	Hold	101	–	–	﹤0.01%	628
2021 Q3	$6K	Hold	101	–	–	﹤0.01%	568
2021 Q2	$6K	Buy	+101	New	+$6.12K	﹤0.01%	591
2019 Q2	–	Sell	-262	Closed	-$14K	–	565
2019 Q1	$14K	Hold	262	–	–	﹤0.01%	417
2018 Q4	$12K	Hold	262	–	–	﹤0.01%	421
2018 Q3	$13K	Hold	262	–	–	﹤0.01%	434
2018 Q2	$12K	Hold	262	–	–	﹤0.01%	443
2018 Q1	$12K	Hold	262	–	–	﹤0.01%	449
2017 Q4	$13K	Buy	+262	New	+$12.4K	﹤0.01%	469

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SPLV Position: Q1 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2022, closing a stake of 101 shares — an estimated $7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPLV in Q4 2017 and held it in 9 quarters. The position peaked at $14K in Q1 2019. 662 funds tracked by Wall St. Rank hold SPLV as of Q1 2022.

Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 101 Invesco S&P 500 Low Volatility ETF shares in Q1 2022, an estimated $7K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s Invesco S&P 500 Low Volatility ETF position peaked at $14K in Q1 2019.
662 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2022, filed 16 May 2022.