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

Leicht Financial Planning & 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 Q1	–	Sell	-158,355	Closed	-$10.1M	–	29
2022 Q4	$10.1M	Sell	158,355 -5,205	-3%	-$323K	6.79%	6
2022 Q3	$9.46M	Sell	163,560 -6,385	-4%	-$404K	6.76%	6
2022 Q2	$10.5M	Buy	169,945 +54,176	+47%	+$3.5M	7.13%	4
2022 Q1	$7.77M	Buy	+115,769	New	+$7.53M	4.63%	7
2021 Q2	–	Sell	-7,755	Closed	-$451K	–	25
2021 Q1	$451K	Sell	7,755 -79,590	-91%	-$4.48M	0.29%	22
2020 Q4	$4.9M	Buy	87,345 +3,021	+4%	+$166K	3.32%	14
2020 Q3	$4.53M	Sell	84,324 -26,539	-24%	-$1.41M	3.36%	13
2020 Q2	$5.51M	Buy	+110,863	New	+$5.45M	4.37%	11

Other funds holding SPLV

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

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

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management's SPLV Position: Q1 2023 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2023, closing a stake of 158,355 shares — an estimated $10.1M sold.

Leicht Financial Planning & Wealth Management first reported a position in SPLV in Q2 2020 and held it in 8 quarters. The position peaked at $10.5M in Q2 2022. 712 funds tracked by Wall St. Rank hold SPLV as of Q1 2023.

Leicht Financial Planning & Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 158,355 Invesco S&P 500 Low Volatility ETF shares in Q1 2023, an estimated $10.1M.
Leicht Financial Planning & Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2020 and held it in 8 quarters.
Leicht Financial Planning & Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $10.5M in Q2 2022.
712 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.