Ten Capital Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-107	Closed	-$6.68K	–	478
2023 Q1	$6.68K	Hold	107	–	–	﹤0.01%	404
2022 Q4	$6.84K	Hold	107	–	–	﹤0.01%	352
2022 Q3	$6K	Buy	107 +90	+529%	+$5.69K	﹤0.01%	387
2022 Q2	$1K	Buy	+17	New	+$1.1K	﹤0.01%	439

Other funds holding SPLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

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

APF

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Ten Capital Wealth Advisors's SPLV Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2023, closing a stake of 107 shares — an estimated $6.68K sold.

Ten Capital Wealth Advisors first reported a position in SPLV in Q2 2022 and held it in 4 quarters. The position peaked at $6.84K in Q4 2022. 709 funds tracked by Wall St. Rank hold SPLV as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 107 Invesco S&P 500 Low Volatility ETF shares in Q2 2023, an estimated $6.68K.
Ten Capital Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2022 and held it in 4 quarters.
Ten Capital Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $6.84K in Q4 2022.
709 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.