AWM
SPMV

Alterna Wealth Management’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History

Alterna Wealth Management’s Portfolio SPMV Stock Details SPMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,861
Closed -$235K – 108
2025
Q2 		$235K Hold
4,861
– – 0.19% 96
2025
Q1 		$228K Buy
+4,861
New +$229K 0.17% 95

Other funds holding SPMV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alterna Wealth Management's SPMV Position: Q3 2025 in Review

Alterna Wealth Management sold out of Invesco S&P 500 Minimum Variance ETF (SPMV) in Q3 2025, closing a stake of 4,861 shares — an estimated $235K sold.

Alterna Wealth Management first reported a position in SPMV in Q1 2025 and held it in 2 quarters. The position peaked at $235K in Q2 2025. 7 funds tracked by Wall St. Rank hold SPMV as of Q3 2025.

  • Alterna Wealth Management reported no remaining Invesco S&P 500 Minimum Variance ETF position as of Q3 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 4,861 Invesco S&P 500 Minimum Variance ETF shares in Q3 2025, an estimated $235K.
  • Alterna Wealth Management first reported a position in Invesco S&P 500 Minimum Variance ETF in Q1 2025 and held it in 2 quarters.
  • Alterna Wealth Management's Invesco S&P 500 Minimum Variance ETF position peaked at $235K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Invesco S&P 500 Minimum Variance ETF as of Q3 2025.

Based on Alterna Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.