Kelly Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Kelly Financial Services’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	-1,682	Closed	-$109K	–	657
2024 Q2	$109K	Buy	+1,682	New	+$109K	0.04%	143
2020 Q2	–	Sell	-70	Closed	-$3.28K	–	616
2020 Q1	$3.28K	Hold	70	–	–	﹤0.01%	340
2019 Q4	$4.08K	Hold	70	–	–	﹤0.01%	330
2019 Q3	$4.05K	Hold	70	–	–	﹤0.01%	314
2019 Q2	$3.85K	Hold	70	–	–	﹤0.01%	313
2019 Q1	$3.69K	Buy	+70	New	+$3.51K	﹤0.01%	322

Other funds holding SPLV

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

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 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

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

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

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

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

Kelly Financial Services's SPLV Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2024, closing a stake of 1,682 shares — an estimated $109K sold.

Kelly Financial Services first reported a position in SPLV in Q1 2019 and held it in 6 quarters. The position peaked at $109K in Q2 2024. 711 funds tracked by Wall St. Rank hold SPLV as of Q3 2024.

Kelly Financial Services reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 1,682 Invesco S&P 500 Low Volatility ETF shares in Q3 2024, an estimated $109K.
Kelly Financial Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and held it in 6 quarters.
Kelly Financial Services's Invesco S&P 500 Low Volatility ETF position peaked at $109K in Q2 2024.
711 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.