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

Moss Adams 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 Q1	–	Sell	-11,397	Closed	-$728K	–	209
2022 Q4	$728K	Buy	+11,397	New	+$707K	0.36%	44

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

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

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

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

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

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

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

Moss Adams Wealth Advisors's SPLV Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2023, closing a stake of 11,397 shares — an estimated $728K sold.

Moss Adams Wealth Advisors first reported a position in SPLV in Q4 2022 and held it in 1 quarter. The position peaked at $728K in Q4 2022. 712 funds tracked by Wall St. Rank hold SPLV as of Q1 2023.

Moss Adams Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 11,397 Invesco S&P 500 Low Volatility ETF shares in Q1 2023, an estimated $728K.
Moss Adams Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and held it in 1 quarter.
Moss Adams Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $728K in Q4 2022.
712 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.