RPGK
SPMV

Retirement Planning Group (Kansas)’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio SPMV Stock Details SPMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-38,743
Closed -$1.41M – 153
2022
Q4 		$1.41M Buy
+38,743
New +$1.4M 0.16% 49

Other funds holding SPMV

GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SPMV Position: Q1 2023 in Review

Retirement Planning Group (Kansas) sold out of Invesco S&P 500 Minimum Variance ETF (SPMV) in Q1 2023, closing a stake of 38,743 shares — an estimated $1.41M sold.

Retirement Planning Group (Kansas) first reported a position in SPMV in Q4 2022 and held it in 1 quarter. The position peaked at $1.41M in Q4 2022. 9 funds tracked by Wall St. Rank hold SPMV as of Q1 2023.

  • Retirement Planning Group (Kansas) reported no remaining Invesco S&P 500 Minimum Variance ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 38,743 Invesco S&P 500 Minimum Variance ETF shares in Q1 2023, an estimated $1.41M.
  • Retirement Planning Group (Kansas) first reported a position in Invesco S&P 500 Minimum Variance ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s Invesco S&P 500 Minimum Variance ETF position peaked at $1.41M in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Invesco S&P 500 Minimum Variance ETF as of Q1 2023.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2023, filed 20 Apr 2023.