Personal CFO Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Personal CFO Solutions’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 Q4	–	Sell	-18,017	Closed	-$1.06M	–	542
2023 Q3	$1.06M	Sell	18,017 -527	-3%	-$32.6K	0.21%	95
2023 Q2	$1.16M	Buy	18,544 +6,522	+54%	+$408K	0.24%	84
2023 Q1	$750K	Buy	12,022 +2,383	+25%	+$149K	0.15%	126
2022 Q4	$616K	Buy	+9,639	New	+$598K	0.13%	156
2020 Q1	–	Sell	-10,662	Closed	-$622K	–	359
2019 Q4	$622K	Sell	10,662 -993	-9%	-$57K	0.18%	119
2019 Q3	$675K	Buy	+11,655	New	+$657K	0.27%	91

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Personal CFO Solutions's SPLV Position: Q4 2023 in Review

Personal CFO Solutions sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2023, closing a stake of 18,017 shares — an estimated $1.06M sold.

Personal CFO Solutions first reported a position in SPLV in Q3 2019 and held it in 6 quarters. The position peaked at $1.16M in Q2 2023. 727 funds tracked by Wall St. Rank hold SPLV as of Q4 2023.

Personal CFO Solutions reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
Personal CFO Solutions sold 18,017 Invesco S&P 500 Low Volatility ETF shares in Q4 2023, an estimated $1.06M.
Personal CFO Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2019 and held it in 6 quarters.
Personal CFO Solutions's Invesco S&P 500 Low Volatility ETF position peaked at $1.16M in Q2 2023.
727 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.