Lowe Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Lowe Wealth Advisors’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 Q4	–	Sell	-40	Closed	-$2.35K	–	320
2023 Q3	$2.35K	Hold	40	–	–	﹤0.01%	261
2023 Q2	$2.51K	Hold	40	–	–	﹤0.01%	298
2023 Q1	$2.5K	Hold	40	–	–	﹤0.01%	291
2022 Q4	$2.56K	Hold	40	–	–	﹤0.01%	292
2022 Q3	$2K	Buy	+40	New	+$2.53K	﹤0.01%	301

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

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

Lowe Wealth Advisors's SPLV Position: Q4 2023 in Review

Lowe Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2023, closing a stake of 40 shares — an estimated $2.35K sold.

Lowe Wealth Advisors first reported a position in SPLV in Q3 2022 and held it in 5 quarters. The position peaked at $2.56K in Q4 2022. 727 funds tracked by Wall St. Rank hold SPLV as of Q4 2023.

Lowe Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 40 Invesco S&P 500 Low Volatility ETF shares in Q4 2023, an estimated $2.35K.
Lowe Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2022 and held it in 5 quarters.
Lowe Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $2.56K in Q4 2022.
727 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2023.

Based on Lowe Wealth Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.