Atria Wealth Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Atria Wealth Solutions’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 Q2	$6.23M	Buy	85,461 +19,188	+29%	+$1.39M	0.14%	168
2025 Q1	$4.95M	Sell	66,273 -89,046	-57%	-$6.43M	0.06%	339
2024 Q4	$10.9M	Sell	155,319 -24,461	-14%	-$1.76M	0.12%	179
2024 Q3	$12.9M	Buy	179,780 +40,379	+29%	+$2.77M	0.14%	159
2024 Q2	$9.05M	Sell	139,401 -2,639	-2%	-$171K	0.1%	210
2024 Q1	$9.36M	Sell	142,040 -14,623	-9%	-$932K	0.11%	204
2023 Q4	$9.82M	Buy	156,663 +8,312	+6%	+$500K	0.12%	170
2023 Q3	$8.72M	Sell	148,351 -7,974	-5%	-$493K	0.12%	176
2023 Q2	$9.82M	Buy	156,325 +2,754	+2%	+$172K	0.13%	158
2023 Q1	$9.58M	Sell	153,571 -41,504	-21%	-$2.59M	0.14%	151
2022 Q4	$12.5M	Buy	195,075 +9,589	+5%	+$595K	0.2%	114
2022 Q3	$10.7M	Buy	185,486 +2,714	+1%	+$172K	0.19%	116
2022 Q2	$11.3M	Buy	182,772 +15,338	+9%	+$992K	0.21%	105
2022 Q1	$11.2M	Buy	+167,434	New	+$10.9M	0.19%	117

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's SPLV Position: Q2 2025 in Review

Atria Wealth Solutions increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 29% in Q2 2025, buying an estimated $1.39M and bringing the position to 85,461 shares worth $6.23M. The position accounts for 0.14% of the portfolio, ranked #168.

Atria Wealth Solutions first reported a position in SPLV in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.9M in Q3 2024. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Atria Wealth Solutions held 85,461 shares of Invesco S&P 500 Low Volatility ETF worth $6.23M as of Q2 2025.
Atria Wealth Solutions bought 19,188 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $1.39M.
Invesco S&P 500 Low Volatility ETF made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #168 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco S&P 500 Low Volatility ETF position peaked at $12.9M in Q3 2024.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.