West Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

West Financial Advisors’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	-3,000	Closed	-$192K	–	170
2022 Q4	$192K	Hold	3,000	–	–	0.05%	50
2022 Q3	$173K	Hold	3,000	–	–	0.05%	58
2022 Q2	$186K	Hold	3,000	–	–	0.05%	54
2022 Q1	$201K	Hold	3,000	–	–	0.05%	57
2021 Q4	$206K	Hold	3,000	–	–	0.06%	59
2021 Q3	$183K	Hold	3,000	–	–	0.05%	55
2021 Q2	$183K	Hold	3,000	–	–	0.06%	51
2021 Q1	$174K	Hold	3,000	–	–	0.06%	51
2020 Q4	$169K	Buy	+3,000	New	+$165K	0.06%	53

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

DCC

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

West Financial Advisors's SPLV Position: Q1 2023 in Review

West Financial Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2023, closing a stake of 3,000 shares — an estimated $192K sold.

West Financial Advisors first reported a position in SPLV in Q4 2020 and held it in 9 quarters. The position peaked at $206K in Q4 2021. 712 funds tracked by Wall St. Rank hold SPLV as of Q1 2023.

West Financial Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
West Financial Advisors sold 3,000 Invesco S&P 500 Low Volatility ETF shares in Q1 2023, an estimated $192K.
West Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 9 quarters.
West Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $206K in Q4 2021.
712 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2023.

Based on West Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.