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

Parisi Gray 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
2021 Q3	–	Sell	-114	Closed	-$7K	–	491
2021 Q2	$7K	Buy	+114	New	+$6.91K	﹤0.01%	494
2019 Q2	–	Sell	-113	Closed	-$6K	–	403
2019 Q1	$6K	Sell	113 -112	-50%	-$5.61K	﹤0.01%	438
2018 Q4	$10K	Buy	+225	New	+$10.9K	0.01%	395

Other funds holding SPLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Parisi Gray Wealth Management's SPLV Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2021, closing a stake of 114 shares — an estimated $7K sold.

Parisi Gray Wealth Management first reported a position in SPLV in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q4 2018. 584 funds tracked by Wall St. Rank hold SPLV as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 114 Invesco S&P 500 Low Volatility ETF shares in Q3 2021, an estimated $7K.
Parisi Gray Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and held it in 3 quarters.
Parisi Gray Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $10K in Q4 2018.
584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.