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

Total Clarity 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
2022 Q3	–	Sell	-425	Closed	-$26K	–	872
2022 Q2	$26K	Buy	+425	New	+$27.5K	0.01%	515
2022 Q1	–	Sell	-660	Closed	-$45K	–	808
2021 Q4	$45K	Hold	660	–	–	0.02%	428
2021 Q3	$40K	Buy	+660	New	+$41.6K	0.02%	439
2021 Q2	–	Sell	-660	Closed	-$38K	–	660
2021 Q1	$38K	Buy	+660	New	+$37.1K	0.02%	376
2020 Q1	–	Sell	-1,105	Closed	-$64K	–	538
2019 Q4	$64K	Buy	+1,105	New	+$63.4K	0.05%	233

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Total Clarity Wealth Management's SPLV Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2022, closing a stake of 425 shares — an estimated $26K sold.

Total Clarity Wealth Management first reported a position in SPLV in Q4 2019 and held it in 5 quarters. The position peaked at $64K in Q4 2019. 684 funds tracked by Wall St. Rank hold SPLV as of Q3 2022.

Total Clarity Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 425 Invesco S&P 500 Low Volatility ETF shares in Q3 2022, an estimated $26K.
Total Clarity Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $64K in Q4 2019.
684 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.