Stuart Chaussee & Associates’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Stuart Chaussee & Associates’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 Q2	–	Sell	-709,866	Closed	-$47.6M	–	168
2022 Q1	$47.6M	Buy	+709,866	New	+$46.2M	22.69%	1
2019 Q3	–	Sell	-12,845	Closed	-$707K	–	133
2019 Q2	$707K	Buy	12,845 +3,840	+43%	+$206K	0.44%	9
2019 Q1	$474K	Buy	+9,005	New	+$451K	0.31%	9

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stuart Chaussee & Associates's SPLV Position: Q2 2022 in Review

Stuart Chaussee & Associates sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2022, closing a stake of 709,866 shares — an estimated $47.6M sold.

Stuart Chaussee & Associates first reported a position in SPLV in Q1 2019 and held it in 3 quarters. The position peaked at $47.6M in Q1 2022. 671 funds tracked by Wall St. Rank hold SPLV as of Q2 2022.

Stuart Chaussee & Associates reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Stuart Chaussee & Associates sold 709,866 Invesco S&P 500 Low Volatility ETF shares in Q2 2022, an estimated $47.6M.
Stuart Chaussee & Associates first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and held it in 3 quarters.
Stuart Chaussee & Associates's Invesco S&P 500 Low Volatility ETF position peaked at $47.6M in Q1 2022.
671 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2022, filed 15 Jul 2022.