Peak Asset Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Peak Asset 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
2023 Q2	–	Sell	-9,435	Closed	-$589K	–	145
2023 Q1	$589K	Buy	9,435 +1,835	+24%	+$115K	0.14%	86
2022 Q4	$486K	Buy	7,600 +497	+7%	+$30.8K	0.13%	88
2022 Q3	$411K	Buy	+7,103	New	+$449K	0.12%	95

Other funds holding SPLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peak Asset Management's SPLV Position: Q2 2023 in Review

Peak Asset Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2023, closing a stake of 9,435 shares — an estimated $589K sold.

Peak Asset Management first reported a position in SPLV in Q3 2022 and held it in 3 quarters. The position peaked at $589K in Q1 2023. 709 funds tracked by Wall St. Rank hold SPLV as of Q2 2023.

Peak Asset Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Peak Asset Management sold 9,435 Invesco S&P 500 Low Volatility ETF shares in Q2 2023, an estimated $589K.
Peak Asset Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2022 and held it in 3 quarters.
Peak Asset Management's Invesco S&P 500 Low Volatility ETF position peaked at $589K in Q1 2023.
709 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2023.

Based on Peak Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.