PCA Investment Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

PCA Investment Advisory 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 Q2	–	Sell	-3,622	Closed	-$239K	–	145
2024 Q1	$239K	Sell	3,622 -82	-2%	-$5.23K	0.13%	116
2023 Q4	$232K	Sell	3,704 -821	-18%	-$49.4K	0.15%	98
2023 Q3	$266K	Sell	4,525 -123	-3%	-$7.6K	0.19%	82
2023 Q2	$292K	Buy	4,648 +25	+0.5%	+$1.56K	0.17%	78
2023 Q1	$289K	Buy	+4,623	New	+$289K	0.2%	78

Other funds holding SPLV

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PCA Investment Advisory Services's SPLV Position: Q2 2024 in Review

PCA Investment Advisory Services sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2024, closing a stake of 3,622 shares — an estimated $239K sold.

PCA Investment Advisory Services first reported a position in SPLV in Q1 2023 and held it in 5 quarters. The position peaked at $292K in Q2 2023. 685 funds tracked by Wall St. Rank hold SPLV as of Q2 2024.

PCA Investment Advisory Services reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
PCA Investment Advisory Services sold 3,622 Invesco S&P 500 Low Volatility ETF shares in Q2 2024, an estimated $239K.
PCA Investment Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and held it in 5 quarters.
PCA Investment Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $292K in Q2 2023.
685 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2024.

Based on PCA Investment Advisory Services's 13F filing for Q2 2024, filed 13 Aug 2024.