ZIG
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Zullo Investment Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Zullo Investment Group’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
-1,341
Closed -$85.7K – 627
2022
Q4 		$85.7K Buy
1,341
+1
+0.1% +$62 0.05% 214
2022
Q3 		$78K Buy
1,340
+15
+1% +$949 0.05% 221
2022
Q2 		$82K Hold
1,325
– – 0.05% 223
2022
Q1 		$89K Buy
+1,325
New +$86.2K 0.05% 237

Other funds holding SPLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Zullo Investment Group's SPLV Position: Q1 2023 in Review

Zullo Investment Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2023, closing a stake of 1,341 shares — an estimated $85.7K sold.

Zullo Investment Group first reported a position in SPLV in Q1 2022 and held it in 4 quarters. The position peaked at $89K in Q1 2022. 712 funds tracked by Wall St. Rank hold SPLV as of Q1 2023.

  • Zullo Investment Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,341 Invesco S&P 500 Low Volatility ETF shares in Q1 2023, an estimated $85.7K.
  • Zullo Investment Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and held it in 4 quarters.
  • Zullo Investment Group's Invesco S&P 500 Low Volatility ETF position peaked at $89K in Q1 2022.
  • 712 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.