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Koss-Olinger Consulting’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Koss-Olinger Consulting’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
2021
Q4 		– Sell
-5,966
Closed -$363K – 253
2021
Q3 		$363K Hold
5,966
– – 0.06% 154
2021
Q2 		$363K Buy
5,966
+465
+8% +$28.2K 0.05% 171
2021
Q1 		$320K Buy
+5,501
New +$309K 0.05% 166

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Koss-Olinger Consulting's SPLV Position: Q4 2021 in Review

Koss-Olinger Consulting sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2021, closing a stake of 5,966 shares — an estimated $363K sold.

Koss-Olinger Consulting first reported a position in SPLV in Q1 2021 and held it in 3 quarters. The position peaked at $363K in Q3 2021. 664 funds tracked by Wall St. Rank hold SPLV as of Q4 2021.

  • Koss-Olinger Consulting reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 5,966 Invesco S&P 500 Low Volatility ETF shares in Q4 2021, an estimated $363K.
  • Koss-Olinger Consulting first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2021 and held it in 3 quarters.
  • Koss-Olinger Consulting's Invesco S&P 500 Low Volatility ETF position peaked at $363K in Q3 2021.
  • 664 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2021.

Based on Koss-Olinger Consulting's 13F filing for Q4 2021, filed 7 Feb 2022.