RK
SPLV icon

Rather & Kittrell’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-87
Closed -$5K – 261
2021
Q4 		$5K Buy
+87
New +$5.6K ﹤0.01% 256

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rather & Kittrell's SPLV Position: Q1 2022 in Review

Rather & Kittrell sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2022, closing a stake of 87 shares — an estimated $5K sold.

Rather & Kittrell first reported a position in SPLV in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 662 funds tracked by Wall St. Rank hold SPLV as of Q1 2022.

  • Rather & Kittrell reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 87 Invesco S&P 500 Low Volatility ETF shares in Q1 2022, an estimated $5K.
  • Rather & Kittrell first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's Invesco S&P 500 Low Volatility ETF position peaked at $5K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.