TD Private Client Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

TD Private Client Wealth’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
2021 Q4	–	Sell	-195	Closed	-$11.9K	–	1272
2021 Q3	$11.9K	Hold	195	–	–	﹤0.01%	900
2021 Q2	$11.9K	Sell	195 -584	-75%	-$35.4K	﹤0.01%	900
2021 Q1	$45.3K	Hold	779	–	–	﹤0.01%	720
2020 Q4	$43.8K	Hold	779	–	–	﹤0.01%	680
2020 Q3	$41.8K	Hold	779	–	–	﹤0.01%	635
2020 Q2	$38.7K	Hold	779	–	–	﹤0.01%	643
2020 Q1	$36.6K	Hold	779	–	–	﹤0.01%	618
2019 Q4	$45.4K	Buy	+779	New	+$44.7K	﹤0.01%	623

Other funds holding SPLV

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TD Private Client Wealth's SPLV Position: Q4 2021 in Review

TD Private Client Wealth sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2021, closing a stake of 195 shares — an estimated $11.9K sold.

TD Private Client Wealth first reported a position in SPLV in Q4 2019 and held it in 8 quarters. The position peaked at $45.4K in Q4 2019. 664 funds tracked by Wall St. Rank hold SPLV as of Q4 2021.

TD Private Client Wealth reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 195 Invesco S&P 500 Low Volatility ETF shares in Q4 2021, an estimated $11.9K.
TD Private Client Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 8 quarters.
TD Private Client Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $45.4K in Q4 2019.
664 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.