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

McGlone Suttner 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
2024
Q1 		– Sell
-125
Closed -$7.8K – 677
2023
Q4 		$7.8K Buy
+125
New +$7.53K ﹤0.01% 536

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

McGlone Suttner Wealth Management's SPLV Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2024, closing a stake of 125 shares — an estimated $7.8K sold.

McGlone Suttner Wealth Management first reported a position in SPLV in Q4 2023 and held it in 1 quarter. The position peaked at $7.8K in Q4 2023. 690 funds tracked by Wall St. Rank hold SPLV as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 125 Invesco S&P 500 Low Volatility ETF shares in Q1 2024, an estimated $7.8K.
  • McGlone Suttner Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $7.8K in Q4 2023.
  • 690 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.