Sugarloaf Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$42.7K	Hold	610	–	–	0.01%	311
2024 Q3	$43.8K	Hold	610	–	–	0.01%	319
2024 Q2	$39.6K	Hold	610	–	–	0.01%	319
2024 Q1	$40.2K	Hold	610	–	–	0.01%	318
2023 Q4	$38.2K	Hold	610	–	–	0.01%	314
2023 Q3	$35.9K	Hold	610	–	–	0.01%	326
2023 Q2	$38.3K	Hold	610	–	–	0.01%	322
2023 Q1	$38.1K	Hold	610	–	–	0.01%	323
2022 Q4	$39K	Hold	610	–	–	0.01%	320
2022 Q3	$36K	Hold	610	–	–	0.01%	343
2022 Q2	$38K	Hold	610	–	–	0.01%	329
2022 Q1	$41K	Hold	610	–	–	0.01%	309
2021 Q4	$42K	Hold	610	–	–	0.01%	316
2021 Q3	$37K	Hold	610	–	–	0.01%	324
2021 Q2	$37K	Sell	610 -1,540	-72%	-$93.3K	0.01%	319
2021 Q1	$35	Buy	2,150 +1,540	+252%	+$86.6K	0.01%	329
2020 Q4	$34K	Hold	610	–	–	0.01%	301
2020 Q3	$33K	Hold	610	–	–	0.01%	295
2020 Q2	$30K	Hold	610	–	–	0.01%	302
2020 Q1	$29K	Hold	610	–	–	0.01%	284
2019 Q4	$36K	Buy	+610	New	+$35K	0.02%	283

Other funds holding SPLV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sugarloaf Wealth Management's SPLV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q4 2024 at 610 shares worth $42.7K. The position accounts for 0.01% of the portfolio, ranked #311.

Sugarloaf Wealth Management first reported a position in SPLV in Q4 2019 and has held it in 21 quarters since. The position peaked at $43.8K in Q3 2024. 745 funds tracked by Wall St. Rank hold SPLV as of Q4 2024.

Sugarloaf Wealth Management held 610 shares of Invesco S&P 500 Low Volatility ETF worth $42.7K as of Q4 2024.
Sugarloaf Wealth Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q4 2024.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #311 holding.
Sugarloaf Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $43.8K in Q3 2024.
745 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.