Socha Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Socha Financial 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
2023 Q1	–	Sell	-13,618	Closed	-$870K	–	26
2022 Q4	$870K	Hold	13,618	–	–	0.62%	10
2022 Q3	$788K	Hold	13,618	–	–	0.68%	10
2022 Q2	$844K	Hold	13,618	–	–	0.86%	7
2022 Q1	$914K	Hold	13,618	–	–	0.75%	6
2021 Q4	$935K	Buy	+13,618	New	+$877K	0.71%	7

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

Socha Financial Group's SPLV Position: Q1 2023 in Review

Socha Financial Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2023, closing a stake of 13,618 shares — an estimated $870K sold.

Socha Financial Group first reported a position in SPLV in Q4 2021 and held it in 5 quarters. The position peaked at $935K in Q4 2021. 712 funds tracked by Wall St. Rank hold SPLV as of Q1 2023.

Socha Financial Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Socha Financial Group sold 13,618 Invesco S&P 500 Low Volatility ETF shares in Q1 2023, an estimated $870K.
Socha Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and held it in 5 quarters.
Socha Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $935K in Q4 2021.
712 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2023.

Based on Socha Financial Group's 13F filing for Q1 2023, filed 26 Apr 2023.