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

Wipfli 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
2022 Q3	$15K	Buy	+263	New	+$16.6K	﹤0.01%	1697

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

Wipfli Financial Advisors's SPLV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2022: 263 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1697 among its holdings.

684 funds tracked by Wall St. Rank hold SPLV as of Q3 2022.

Wipfli Financial Advisors held 263 shares of Invesco S&P 500 Low Volatility ETF worth $15K as of Q3 2022.
Invesco S&P 500 Low Volatility ETF was a new Wipfli Financial Advisors position in Q3 2022.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1697 holding.
684 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.