Atlas Private Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Atlas Private Wealth 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
2025 Q1	–	Sell	-3,248	Closed	-$227K	–	191
2024 Q4	$227K	Sell	3,248 -1,688	-34%	-$122K	0.03%	155
2024 Q3	$354K	Sell	4,936 -1,078	-18%	-$74K	0.05%	110
2024 Q2	$391K	Buy	6,014 +1,229	+26%	+$79.6K	0.06%	106
2024 Q1	$315K	Sell	4,785 -7,777	-62%	-$496K	0.11%	81
2023 Q4	$787K	Sell	12,562 -5,990	-32%	-$361K	0.15%	64
2023 Q3	$1.09M	Sell	18,552 -3,628	-16%	-$224K	0.21%	73
2023 Q2	$1.39M	Buy	22,180 +8,249	+59%	+$517K	0.28%	65
2023 Q1	$869K	Sell	13,931 -398	-3%	-$24.9K	0.4%	49
2022 Q4	$916K	Sell	14,329 -412	-3%	-$25.6K	0.49%	43
2022 Q3	$852K	Buy	14,741 +43	+0.3%	+$2.72K	0.51%	44
2022 Q2	$911K	Sell	14,698 -506	-3%	-$32.7K	0.55%	41
2022 Q1	$1.02M	Buy	+15,204	New	+$989K	0.45%	43
2021 Q4	–	Sell	-2,104	Closed	-$128K	–	615
2021 Q3	$128K	Sell	2,104 -190	-8%	-$12K	0.07%	158
2021 Q2	$140K	Sell	2,294 -260	-10%	-$15.8K	0.08%	139
2021 Q1	$149K	Buy	2,554 +1,410	+123%	+$79.3K	0.08%	125
2020 Q4	$64K	Hold	1,144	–	–	0.04%	191
2020 Q3	$61K	Sell	1,144 -635	-36%	-$33.7K	0.05%	185
2020 Q2	$88K	Buy	+1,779	New	+$87.4K	0.08%	155

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlas Private Wealth Advisors's SPLV Position: Q1 2025 in Review

Atlas Private Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 3,248 shares — an estimated $227K sold.

Atlas Private Wealth Advisors first reported a position in SPLV in Q2 2020 and held it in 18 quarters. The position peaked at $1.39M in Q2 2023. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

Atlas Private Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,248 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $227K.
Atlas Private Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2020 and held it in 18 quarters.
Atlas Private Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.39M in Q2 2023.
769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.