Tucker Asset Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Tucker Asset 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 Q1	–	Sell	-7	Closed	-$439	–	1767
2023 Q4	$439	Buy	+7	New	+$421	﹤0.01%	1320
2023 Q3	–	Sell	-104	Closed	-$6.53K	–	1535
2023 Q2	$6.53K	Hold	104	–	–	﹤0.01%	619
2023 Q1	$6.49K	Hold	104	–	–	﹤0.01%	646
2022 Q4	$6.7K	Buy	104 +85	+447%	+$5.27K	﹤0.01%	399
2022 Q3	$1.17K	Buy	+19	New	+$1.2K	﹤0.01%	644

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

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

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

Tucker Asset Management's SPLV Position: Q1 2024 in Review

Tucker Asset Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2024, closing a stake of 7 shares — an estimated $439 sold.

Tucker Asset Management first reported a position in SPLV in Q3 2022 and held it in 5 quarters. The position peaked at $6.7K in Q4 2022. 690 funds tracked by Wall St. Rank hold SPLV as of Q1 2024.

Tucker Asset Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
Tucker Asset Management sold 7 Invesco S&P 500 Low Volatility ETF shares in Q1 2024, an estimated $439.
Tucker Asset Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2022 and held it in 5 quarters.
Tucker Asset Management's Invesco S&P 500 Low Volatility ETF position peaked at $6.7K in Q4 2022.
690 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.