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

Laird Norton Wetherby 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
2023 Q3	–	Sell	-3,976	Closed	-$250K	–	969
2023 Q2	$250K	Buy	3,976 +1	+0%	+$63	0.01%	777
2023 Q1	$248K	Buy	3,975 +5	+0.1%	+$312	0.01%	760
2022 Q4	$254K	Buy	3,970 +5	+0.1%	+$310	0.02%	737
2022 Q3	$229K	Buy	+3,965	New	+$251K	0.02%	763
2016 Q3	–	Sell	-8,005	Closed	-$342K	–	532
2016 Q2	$342K	Buy	8,005 +205	+3%	+$8.33K	0.08%	312
2016 Q1	$315K	Buy	7,800 +2,020	+35%	+$77K	0.07%	313
2015 Q4	$223K	Buy	+5,780	New	+$221K	0.05%	398

Other funds holding SPLV

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 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

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

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

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

Laird Norton Wetherby Wealth Management's SPLV Position: Q3 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2023, closing a stake of 3,976 shares — an estimated $250K sold.

Laird Norton Wetherby Wealth Management first reported a position in SPLV in Q4 2015 and held it in 7 quarters. The position peaked at $342K in Q2 2016. 690 funds tracked by Wall St. Rank hold SPLV as of Q3 2023.

Laird Norton Wetherby Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 3,976 Invesco S&P 500 Low Volatility ETF shares in Q3 2023, an estimated $250K.
Laird Norton Wetherby Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $342K in Q2 2016.
690 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.