WQ
SPLV icon

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

Wealth Quarterback’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 		$4K Hold
59
– – ﹤0.01% 634
2021
Q2 		$4K Buy
+59
New +$3.58K ﹤0.01% 660
2020
Q2 		– Sell
-1,374
Closed -$64.5K – 670
2020
Q1 		$64.5K Buy
1,374
+343
+33% +$19.2K 0.06% 195
2019
Q4 		$60.1K Buy
+1,031
New +$59.1K 0.05% 219

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

Wealth Quarterback's SPLV Position: Q3 2021 in Review

Wealth Quarterback held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2021 at 59 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Wealth Quarterback first reported a position in SPLV in Q4 2019 and has held it in 4 quarters since. The position peaked at $64.5K in Q1 2020. 584 funds tracked by Wall St. Rank hold SPLV as of Q3 2021.

  • Wealth Quarterback held 59 shares of Invesco S&P 500 Low Volatility ETF worth $4K as of Q3 2021.
  • Wealth Quarterback left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2021.
  • Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #634 holding.
  • Wealth Quarterback first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Invesco S&P 500 Low Volatility ETF position peaked at $64.5K in Q1 2020.
  • 584 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.