Ritter Daniher Financial Advisory’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ritter Daniher Financial Advisory’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 Q1	–	Sell	-1,930	Closed	-$123K	–	317
2022 Q4	$123K	Hold	1,930	–	–	0.06%	91
2022 Q3	$112K	Sell	1,930 -375	-16%	-$23.7K	0.08%	85
2022 Q2	$143K	Hold	2,305	–	–	0.1%	71
2022 Q1	$155K	Hold	2,305	–	–	0.11%	65
2021 Q4	$158K	Hold	2,305	–	–	0.11%	64
2021 Q3	$140K	Buy	+2,305	New	+$145K	0.1%	69
2021 Q1	–	Sell	-2,200	Closed	-$124K	–	200
2020 Q4	$124K	Buy	+2,200	New	+$121K	0.11%	64

Other funds holding SPLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

DCC

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Ritter Daniher Financial Advisory's SPLV Position: Q1 2023 in Review

Ritter Daniher Financial Advisory sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2023, closing a stake of 1,930 shares — an estimated $123K sold.

Ritter Daniher Financial Advisory first reported a position in SPLV in Q4 2020 and held it in 7 quarters. The position peaked at $158K in Q4 2021. 712 funds tracked by Wall St. Rank hold SPLV as of Q1 2023.

Ritter Daniher Financial Advisory reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 1,930 Invesco S&P 500 Low Volatility ETF shares in Q1 2023, an estimated $123K.
Ritter Daniher Financial Advisory first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 7 quarters.
Ritter Daniher Financial Advisory's Invesco S&P 500 Low Volatility ETF position peaked at $158K in Q4 2021.
712 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2023, filed 11 May 2023.