Avantax Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Avantax Advisory Services’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	$15.2M	Buy	209,168 +3,034	+1%	+$220K	0.08%	187
2025 Q1	$15.4M	Buy	206,134 +14,047	+7%	+$1.01M	0.09%	164
2024 Q4	$13.4M	Buy	192,087 +65,259	+51%	+$4.71M	0.08%	175
2024 Q3	$9.1M	Sell	126,828 -9,160	-7%	-$629K	0.06%	239
2024 Q2	$8.83M	Buy	135,988 +125	+0.1%	+$8.09K	0.06%	229
2024 Q1	$8.95M	Buy	135,863 +5,659	+4%	+$361K	0.08%	197
2023 Q4	$8.16M	Sell	130,204 -49,263	-27%	-$2.97M	0.08%	194
2023 Q3	$10.6M	Buy	179,467 +1,626	+0.9%	+$100K	0.12%	134
2023 Q2	$11.2M	Buy	177,841 +32,016	+22%	+$2M	0.13%	132
2023 Q1	$9.1M	Buy	145,825 +18,640	+15%	+$1.16M	0.11%	144
2022 Q4	$8.13M	Buy	127,185 +45,599	+56%	+$2.83M	0.11%	156
2022 Q3	$4.72M	Sell	81,586 -5,727	-7%	-$362K	0.07%	209
2022 Q2	$5.41M	Buy	87,313 +9,771	+13%	+$632K	0.08%	186
2022 Q1	$5.21M	Buy	77,542 +7,607	+11%	+$495K	0.07%	202
2021 Q4	$4.8M	Buy	69,935 +4,534	+7%	+$292K	0.07%	208
2021 Q3	$3.98M	Sell	65,401 -9,430	-13%	-$595K	0.07%	214
2021 Q2	$4.56M	Sell	74,831 -1,963	-3%	-$119K	0.08%	183
2021 Q1	$4.46M	Sell	76,794 -5,693	-7%	-$320K	0.1%	168
2020 Q4	$4.64M	Sell	82,487 -312,170	-79%	-$17.1M	0.11%	144
2020 Q3	$21.2M	Buy	394,657 +223,002	+130%	+$11.8M	0.34%	51
2020 Q2	$8.53M	Sell	171,655 -23,538	-12%	-$1.16M	0.25%	73
2020 Q1	$9.15M	Buy	195,193 +54,700	+39%	+$3.06M	0.27%	58
2019 Q4	$8.2M	Buy	140,493 +127,407	+974%	+$7.31M	0.19%	75
2019 Q3	$757K	Buy	13,086 +2,113	+19%	+$119K	0.03%	257
2019 Q2	$604K	Buy	10,973 +175	+2%	+$9.41K	0.03%	264
2019 Q1	$568K	Buy	10,798 +1,199	+12%	+$60.1K	0.03%	255
2018 Q4	$449K	Buy	+9,599	New	+$465K	0.08%	238

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's SPLV Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.5% in Q2 2025, buying an estimated $220K and bringing the position to 209,168 shares worth $15.2M. The position accounts for 0.08% of the portfolio, ranked #187.

Avantax Advisory Services first reported a position in SPLV in Q4 2018 and has held it in 27 quarters since. The position peaked at $21.2M in Q3 2020. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Avantax Advisory Services held 209,168 shares of Invesco S&P 500 Low Volatility ETF worth $15.2M as of Q2 2025.
Avantax Advisory Services bought 3,034 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $220K.
Invesco S&P 500 Low Volatility ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #187 holding.
Avantax Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $21.2M in Q3 2020.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.