T
SPLV icon

TRUADVICE’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

TRUADVICE’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
Q3 		– Sell
-10,974
Closed -$695K – 260
2021
Q2 		$695K Buy
+10,974
New +$665K 0.15% 133

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

TRUADVICE's SPLV Position: Q3 2021 in Review

TRUADVICE sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2021, closing a stake of 10,974 shares — an estimated $695K sold.

TRUADVICE first reported a position in SPLV in Q2 2021 and held it in 1 quarter. The position peaked at $695K in Q2 2021. 584 funds tracked by Wall St. Rank hold SPLV as of Q3 2021.

  • TRUADVICE reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 10,974 Invesco S&P 500 Low Volatility ETF shares in Q3 2021, an estimated $695K.
  • TRUADVICE first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2021 and held it in 1 quarter.
  • TRUADVICE's Invesco S&P 500 Low Volatility ETF position peaked at $695K in Q2 2021.
  • 584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.