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SPLV icon

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

WealthSpring 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
Q1 		– Sell
-3,408
Closed -$218K – 75
2022
Q4 		$218K Sell
3,408
-9,362
-73% -$581K 0.17% 68
2022
Q3 		$738K Buy
+12,770
New +$808K 0.65% 24

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthSpring Partners's SPLV Position: Q1 2023 in Review

WealthSpring Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2023, closing a stake of 3,408 shares — an estimated $218K sold.

WealthSpring Partners first reported a position in SPLV in Q3 2022 and held it in 2 quarters. The position peaked at $738K in Q3 2022. 712 funds tracked by Wall St. Rank hold SPLV as of Q1 2023.

  • WealthSpring Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • WealthSpring Partners sold 3,408 Invesco S&P 500 Low Volatility ETF shares in Q1 2023, an estimated $218K.
  • WealthSpring Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2022 and held it in 2 quarters.
  • WealthSpring Partners's Invesco S&P 500 Low Volatility ETF position peaked at $738K in Q3 2022.
  • 712 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2023.

Based on WealthSpring Partners's 13F filing for Q1 2023, filed 4 May 2023.