West Branch Capital’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

West Branch Capital’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
2022 Q2	–	Sell	-2,624	Closed	-$176K	–	454
2022 Q1	$176K	Hold	2,624	–	–	0.08%	90
2021 Q4	$180K	Hold	2,624	–	–	0.08%	96
2021 Q3	$160K	Hold	2,624	–	–	0.08%	102
2021 Q2	$160K	Buy	+2,624	New	+$159K	0.08%	107

Other funds holding SPLV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DCC

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

West Branch Capital's SPLV Position: Q2 2022 in Review

West Branch Capital sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2022, closing a stake of 2,624 shares — an estimated $176K sold.

West Branch Capital first reported a position in SPLV in Q2 2021 and held it in 4 quarters. The position peaked at $180K in Q4 2021. 671 funds tracked by Wall St. Rank hold SPLV as of Q2 2022.

West Branch Capital reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
West Branch Capital sold 2,624 Invesco S&P 500 Low Volatility ETF shares in Q2 2022, an estimated $176K.
West Branch Capital first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2021 and held it in 4 quarters.
West Branch Capital's Invesco S&P 500 Low Volatility ETF position peaked at $180K in Q4 2021.
671 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2022.

Based on West Branch Capital's 13F filing for Q2 2022, filed 28 Jul 2022.