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

National Wealth Management Group’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
Q2 		– Sell
-13,239
Closed -$888K – 134
2022
Q1 		$888K Buy
+13,239
New +$862K 0.86% 35

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

National Wealth Management Group's SPLV Position: Q2 2022 in Review

National Wealth Management Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2022, closing a stake of 13,239 shares — an estimated $888K sold.

National Wealth Management Group first reported a position in SPLV in Q1 2022 and held it in 1 quarter. The position peaked at $888K in Q1 2022. 671 funds tracked by Wall St. Rank hold SPLV as of Q2 2022.

  • National Wealth Management Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • National Wealth Management Group sold 13,239 Invesco S&P 500 Low Volatility ETF shares in Q2 2022, an estimated $888K.
  • National Wealth Management Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and held it in 1 quarter.
  • National Wealth Management Group's Invesco S&P 500 Low Volatility ETF position peaked at $888K in Q1 2022.
  • 671 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.