Sanford Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sanford Advisory Services’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 Q4	$3.66M	Buy	57,272 +1,634	+3%	+$101K	0.87%	25
2022 Q3	$3.22M	Buy	55,638 +27	+0%	+$1.71K	0.92%	19
2022 Q2	$3.45M	Buy	55,611 +38	+0.1%	+$2.46K	0.97%	14
2022 Q1	$3.73M	Buy	55,573 +1,728	+3%	+$112K	1.02%	13
2021 Q4	$3.69M	Buy	53,845 +2,303	+4%	+$148K	0.83%	14
2021 Q3	$3.14M	Buy	51,542 +388	+0.8%	+$24.5K	0.79%	15
2021 Q2	$3.12M	Sell	51,154 -2,660	-5%	-$161K	0.8%	14
2021 Q1	$3.13M	Sell	53,814 -1,460	-3%	-$82.1K	0.87%	14
2020 Q4	$3.11M	Buy	+55,274	New	+$3.03M	0.99%	11

Other funds holding SPLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sanford Advisory Services's SPLV Position: Q4 2022 in Review

Sanford Advisory Services increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 2.9% in Q4 2022, buying an estimated $101K and bringing the position to 57,272 shares worth $3.66M. The position accounts for 0.87% of the portfolio, ranked #25.

Sanford Advisory Services first reported a position in SPLV in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.73M in Q1 2022. 746 funds tracked by Wall St. Rank hold SPLV as of Q4 2022.

Sanford Advisory Services held 57,272 shares of Invesco S&P 500 Low Volatility ETF worth $3.66M as of Q4 2022.
Sanford Advisory Services bought 1,634 Invesco S&P 500 Low Volatility ETF shares in Q4 2022, an estimated $101K.
Invesco S&P 500 Low Volatility ETF made up 0.87% of Sanford Advisory Services's portfolio in Q4 2022, its #25 holding.
Sanford Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $3.73M in Q1 2022.
746 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.