Resource Planning Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Resource Planning Group’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 Q4	–	Sell	-3,924	Closed	-$239K	–	84
2021 Q3	$239K	Hold	3,924	–	–	0.15%	74
2021 Q2	$239K	Hold	3,924	–	–	0.14%	74
2021 Q1	$228K	Hold	3,924	–	–	0.15%	62
2020 Q4	$221K	Buy	+3,924	New	+$215K	0.16%	60

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Resource Planning Group's SPLV Position: Q4 2021 in Review

Resource Planning Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2021, closing a stake of 3,924 shares — an estimated $239K sold.

Resource Planning Group first reported a position in SPLV in Q4 2020 and held it in 4 quarters. The position peaked at $239K in Q3 2021. 664 funds tracked by Wall St. Rank hold SPLV as of Q4 2021.

Resource Planning Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Resource Planning Group sold 3,924 Invesco S&P 500 Low Volatility ETF shares in Q4 2021, an estimated $239K.
Resource Planning Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 4 quarters.
Resource Planning Group's Invesco S&P 500 Low Volatility ETF position peaked at $239K in Q3 2021.
664 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2021.

Based on Resource Planning Group's 13F filing for Q4 2021, filed 12 Jan 2022.