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

Laidlaw 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
2022 Q1	–	Sell	-4,001	Closed	-$275K	–	425
2021 Q4	$275K	Sell	4,001 -955	-19%	-$61.5K	0.04%	323
2021 Q3	$302K	Sell	4,956 -509	-9%	-$32.1K	0.08%	191
2021 Q2	$333K	Sell	5,465 -9,629	-64%	-$584K	0.09%	187
2021 Q1	$878K	Sell	15,094 -1,644	-10%	-$92.4K	0.3%	88
2020 Q4	$941K	Buy	+16,738	New	+$919K	0.2%	130

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

Laidlaw Wealth Management's SPLV Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2022, closing a stake of 4,001 shares — an estimated $275K sold.

Laidlaw Wealth Management first reported a position in SPLV in Q4 2020 and held it in 5 quarters. The position peaked at $941K in Q4 2020. 662 funds tracked by Wall St. Rank hold SPLV as of Q1 2022.

Laidlaw Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 4,001 Invesco S&P 500 Low Volatility ETF shares in Q1 2022, an estimated $275K.
Laidlaw Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 5 quarters.
Laidlaw Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $941K in Q4 2020.
662 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.