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Second Half Financial Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-64,828
Closed -$4.07M – 123
2023
Q2 		$4.07M Buy
+64,828
New +$4.06M 0.93% 29

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Second Half Financial Partners's SPLV Position: Q3 2023 in Review

Second Half Financial Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2023, closing a stake of 64,828 shares — an estimated $4.07M sold.

Second Half Financial Partners first reported a position in SPLV in Q2 2023 and held it in 1 quarter. The position peaked at $4.07M in Q2 2023. 690 funds tracked by Wall St. Rank hold SPLV as of Q3 2023.

  • Second Half Financial Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 64,828 Invesco S&P 500 Low Volatility ETF shares in Q3 2023, an estimated $4.07M.
  • Second Half Financial Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Invesco S&P 500 Low Volatility ETF position peaked at $4.07M in Q2 2023.
  • 690 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.