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SPLV icon

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

WealthPLAN Partners’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
Q3 		– Sell
-136
Closed -$8.54K – 1045
2023
Q2 		$8.54K Sell
136
-2,646
-95% -$166K ﹤0.01% 819
2023
Q1 		$174K Buy
+2,782
New +$174K 0.02% 331
2019
Q4 		– Sell
-4,416
Closed -$252K – 256
2019
Q3 		$252K Buy
+4,416
New +$249K 0.03% 211
2016
Q3 		$6.18K Sell
152
-173
-53% -$7.32K ﹤0.01% 673
2016
Q2 		$14 Buy
+325
New +$13.2K ﹤0.01% 2506

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return