Mariner Independent Advisor Network’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Mariner Independent Advisor Network’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 Q3	$3.62M	Sell	62,670 -90,648	-59%	-$5.73M	0.16%	149
2022 Q2	$9.54M	Buy	153,318 +1,807	+1%	+$117K	0.4%	57
2022 Q1	$10.2M	Buy	151,511 +96,503	+175%	+$6.28M	0.39%	60
2021 Q4	$3.74M	Sell	55,008 -40,225	-42%	-$2.59M	0.18%	133
2021 Q3	$5.79M	Sell	95,233 -454	-0.5%	-$28.6K	0.28%	92
2021 Q2	$5.83M	Buy	95,687 +38,621	+68%	+$2.34M	0.26%	92
2021 Q1	$3.32M	Sell	57,066 -6,284	-10%	-$353K	0.17%	140
2020 Q4	$3.56M	Buy	63,350 +7,254	+13%	+$398K	0.19%	132
2020 Q3	$3.01M	Sell	56,096 -174	-0.3%	-$9.23K	0.25%	111
2020 Q2	$2.82M	Sell	56,270 -7,417	-12%	-$365K	0.26%	102
2020 Q1	$2.86M	Sell	63,687 -5,396	-8%	-$302K	0.26%	104
2019 Q4	$4.03M	Buy	69,083 +1,295	+2%	+$74.3K	0.29%	84
2019 Q3	$3.9M	Buy	67,788 +2,503	+4%	+$141K	0.3%	87
2019 Q2	$3.59M	Buy	65,285 +5,834	+10%	+$314K	0.27%	92
2019 Q1	$3.13M	Sell	59,451 -340	-0.6%	-$17K	0.26%	98
2018 Q4	$2.82M	Buy	59,791 +6,612	+12%	+$321K	0.25%	96
2018 Q3	$2.63M	Buy	+53,179	New	+$2.61M	0.33%	72
2018 Q2	–	Sell	-78,683	Closed	-$3.69M	–	291
2018 Q1	$3.69M	Buy	78,683 +32,917	+72%	+$1.56M	0.23%	94
2017 Q4	$2.18M	Buy	45,766 +3,670	+9%	+$173K	0.23%	104
2017 Q3	$1.93M	Sell	42,096 -1,179	-3%	-$53.4K	0.31%	69
2017 Q2	$1.94M	Buy	43,275 +28,959	+202%	+$1.28M	0.28%	98
2017 Q1	$622K	Sell	14,316 -17,477	-55%	-$746K	0.08%	136
2016 Q4	$1.32M	Buy	+31,793	New	+$1.3M	0.21%	90
2016 Q2	–	Sell	-287,825	Closed	-$11.6M	–	161
2016 Q1	$11.6M	Buy	287,825 +195,159	+211%	+$7.44M	3.7%	3
2015 Q4	$3.57M	Buy	+92,666	New	+$3.54M	2.4%	12

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

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Independent Advisor Network's SPLV Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 59% in Q3 2022, selling an estimated $5.73M and leaving 62,670 shares worth $3.62M. The position accounts for 0.16% of the portfolio, ranked #149.

Mariner Independent Advisor Network first reported a position in SPLV in Q4 2015 and has held it in 25 quarters since. The position peaked at $11.6M in Q1 2016. 684 funds tracked by Wall St. Rank hold SPLV as of Q3 2022.

Mariner Independent Advisor Network held 62,670 shares of Invesco S&P 500 Low Volatility ETF worth $3.62M as of Q3 2022.
Mariner Independent Advisor Network sold 90,648 Invesco S&P 500 Low Volatility ETF shares in Q3 2022, an estimated $5.73M.
Invesco S&P 500 Low Volatility ETF made up 0.16% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #149 holding.
Mariner Independent Advisor Network first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and has held it in 25 quarters since.
Mariner Independent Advisor Network's Invesco S&P 500 Low Volatility ETF position peaked at $11.6M in Q1 2016.
684 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.