AWM
SPLV icon

Avior Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Avior Wealth Management’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
-448
Closed -$24.5K – 2097
2024
Q4 		$24.5K Sell
448
-75
-14% -$5.41K ﹤0.01% 1366
2024
Q3 		$30.5K Sell
523
-1
-0.2% -$69 ﹤0.01% 1279
2024
Q2 		$27.6K Sell
524
-553
-51% -$35.8K ﹤0.01% 1282
2024
Q1 		$64.5K Sell
1,077
-562
-34% -$35.8K ﹤0.01% 1141
2023
Q4 		$96.5K Sell
1,639
-3,929
-71% -$237K 0.01% 620
2023
Q3 		$322K Buy
5,568
+3,242
+139% +$200K 0.02% 430
2023
Q2 		$140K Sell
2,326
-16
-0.7% -$1K 0.01% 583
2023
Q1 		$140K Buy
2,342
+1,765
+306% +$110K 0.01% 582
2022
Q4 		$30.6K Sell
577
-74
-11% -$4.59K ﹤0.01% 699
2022
Q3 		$31K Sell
651
-136
-17% -$8.6K ﹤0.01% 680
2022
Q2 		$42K Buy
787
+102
+15% +$6.6K ﹤0.01% 597
2022
Q1 		$45K Buy
685
+2
+0.3% +$130 ﹤0.01% 613
2021
Q4 		$46K Buy
683
+115
+20% +$7.4K ﹤0.01% 597
2021
Q3 		$34K Buy
568
+193
+51% +$12.2K ﹤0.01% 600
2021
Q2 		$22K Buy
+375
New +$22.7K ﹤0.01% 640
2021
Q1 		– Sell
-1,580
Closed -$88K – 1133
2020
Q4 		$88K Sell
1,580
-4,117
-72% -$226K 0.01% 455
2020
Q3 		$305K Hold
5,697
– – 0.04% 331
2020
Q2 		$283K Hold
5,697
– – 0.04% 336
2020
Q1 		$267K Hold
5,697
– – 0.05% 290
2019
Q4 		$332K Buy
5,697
+5,275
+1,250% +$303K 0.05% 304
2019
Q3 		$24K Hold
422
– – ﹤0.01% 509
2019
Q2 		$23K Buy
+422
New +$22.7K ﹤0.01% 512
2016
Q1 		– Sell
-40
Closed -$2K – 506
2015
Q4 		$2K Buy
+40
New +$1.53K ﹤0.01% 406

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avior Wealth Management's SPLV Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 448 shares — an estimated $24.5K sold.

Avior Wealth Management first reported a position in SPLV in Q4 2015 and held it in 23 quarters. The position peaked at $332K in Q4 2019. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 448 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $24.5K.
  • Avior Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and held it in 23 quarters.
  • Avior Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $332K in Q4 2019.
  • 769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.