McKinley Carter Wealth Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

McKinley Carter Wealth Services’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 Q4	–	Sell	-3,064	Closed	-$220K	–	303
2024 Q3	$220K	Sell	3,064 -2,287	-43%	-$157K	0.01%	294
2024 Q2	$348K	Sell	5,351 -1,342	-20%	-$86.9K	0.02%	240
2024 Q1	$441K	Sell	6,693 -435	-6%	-$27.7K	0.03%	220
2023 Q4	$447K	Buy	+7,128	New	+$429K	0.03%	211
2023 Q1	–	Sell	-3,472	Closed	-$222K	–	307
2022 Q4	$222K	Hold	3,472	–	–	0.02%	273
2022 Q3	$201K	Sell	3,472 -442	-11%	-$28K	0.02%	274
2022 Q2	$243K	Hold	3,914	–	–	0.02%	268
2022 Q1	$263K	Sell	3,914 -196	-5%	-$12.8K	0.02%	252
2021 Q4	$282K	Buy	4,110 +73	+2%	+$4.7K	0.02%	248
2021 Q3	$246K	Sell	4,037 -447	-10%	-$28.2K	0.02%	259
2021 Q2	$273K	Sell	4,484 -88	-2%	-$5.33K	0.02%	248
2021 Q1	$266K	Buy	4,572 +61	+1%	+$3.43K	0.02%	251
2020 Q4	$254K	Buy	+4,511	New	+$248K	0.03%	230

Other funds holding SPLV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

APF

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

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

McKinley Carter Wealth Services's SPLV Position: Q4 2024 in Review

McKinley Carter Wealth Services sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2024, closing a stake of 3,064 shares — an estimated $220K sold.

McKinley Carter Wealth Services first reported a position in SPLV in Q4 2020 and held it in 13 quarters. The position peaked at $447K in Q4 2023. 745 funds tracked by Wall St. Rank hold SPLV as of Q4 2024.

McKinley Carter Wealth Services reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,064 Invesco S&P 500 Low Volatility ETF shares in Q4 2024, an estimated $220K.
McKinley Carter Wealth Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 13 quarters.
McKinley Carter Wealth Services's Invesco S&P 500 Low Volatility ETF position peaked at $447K in Q4 2023.
745 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2024, filed 23 Jan 2025.