WBWA
SPLV icon

William B. Walkup & Associates’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

William B. Walkup & Associates’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
2024
Q3 		– Sell
-3,841
Closed -$249K – 160
2024
Q2 		$249K Buy
+3,841
New +$249K 0.16% 76

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William B. Walkup & Associates's SPLV Position: Q3 2024 in Review

William B. Walkup & Associates sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2024, closing a stake of 3,841 shares — an estimated $249K sold.

William B. Walkup & Associates first reported a position in SPLV in Q2 2024 and held it in 1 quarter. The position peaked at $249K in Q2 2024. 711 funds tracked by Wall St. Rank hold SPLV as of Q3 2024.

  • William B. Walkup & Associates reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • William B. Walkup & Associates sold 3,841 Invesco S&P 500 Low Volatility ETF shares in Q3 2024, an estimated $249K.
  • William B. Walkup & Associates first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and held it in 1 quarter.
  • William B. Walkup & Associates's Invesco S&P 500 Low Volatility ETF position peaked at $249K in Q2 2024.
  • 711 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2024.

Based on William B. Walkup & Associates's 13F filing for Q3 2024, filed 15 Nov 2024.