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

West Paces 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
2022 Q3	–	Sell	-452	Closed	-$28K	–	572
2022 Q2	$28K	Buy	+452	New	+$29.2K	0.01%	267

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

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

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

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

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

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

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

West Paces Advisors's SPLV Position: Q3 2022 in Review

West Paces Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2022, closing a stake of 452 shares — an estimated $28K sold.

West Paces Advisors first reported a position in SPLV in Q2 2022 and held it in 1 quarter. The position peaked at $28K in Q2 2022. 684 funds tracked by Wall St. Rank hold SPLV as of Q3 2022.

West Paces Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
West Paces Advisors sold 452 Invesco S&P 500 Low Volatility ETF shares in Q3 2022, an estimated $28K.
West Paces Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2022 and held it in 1 quarter.
West Paces Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $28K in Q2 2022.
684 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2022.

Based on West Paces Advisors's 13F filing for Q3 2022, filed 19 Dec 2023.