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

Liberty 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
2021 Q4	–	Sell	-464	Closed	-$28K	–	968
2021 Q3	$28K	Hold	464	–	–	0.01%	571
2021 Q2	$28K	Sell	464 -466	-50%	-$28.2K	0.01%	437
2021 Q1	$51K	Hold	930	–	–	0.02%	278
2020 Q4	$51K	Buy	930 +466	+100%	+$25.6K	0.03%	275
2020 Q3	$25K	Sell	464 -25	-5%	-$1.33K	0.01%	365
2020 Q2	$24K	Buy	489 +25	+5%	+$1.23K	0.02%	352
2020 Q1	$22K	Hold	464	–	–	0.02%	344
2019 Q4	$27K	Hold	464	–	–	0.02%	363
2019 Q3	$27K	Hold	464	–	–	0.03%	346
2019 Q2	$26K	Hold	464	–	–	0.02%	364
2019 Q1	$24K	Hold	464	–	–	0.02%	320
2018 Q4	$21K	Buy	+464	New	+$22.5K	0.02%	322

Other funds holding SPLV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Liberty Wealth Management's SPLV Position: Q4 2021 in Review

Liberty Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2021, closing a stake of 464 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in SPLV in Q4 2018 and held it in 12 quarters. The position peaked at $51K in Q1 2021. 664 funds tracked by Wall St. Rank hold SPLV as of Q4 2021.

Liberty Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 464 Invesco S&P 500 Low Volatility ETF shares in Q4 2021, an estimated $28K.
Liberty Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $51K in Q1 2021.
664 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.