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

Avondale 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 Q3	–	Sell	-724	Closed	-$52.7K	–	104
2025 Q2	$52.7K	Hold	724	–	–	0.03%	92
2025 Q1	$54.1K	Hold	724	–	–	0.03%	86
2024 Q4	$50.7K	Hold	724	–	–	0.03%	86
2024 Q3	$51.9K	Hold	724	–	–	0.03%	87
2024 Q2	$47K	Hold	724	–	–	0.03%	91
2024 Q1	$47.7K	Hold	724	–	–	0.03%	89
2023 Q4	$45.4K	Hold	724	–	–	0.04%	84
2023 Q3	$42.6K	Hold	724	–	–	0.04%	85
2023 Q2	$45.5K	Buy	+724	New	+$45.3K	0.04%	82

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Avondale Wealth Management's SPLV Position: Q3 2025 in Review

Avondale Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 724 shares — an estimated $52.7K sold.

Avondale Wealth Management first reported a position in SPLV in Q2 2023 and held it in 9 quarters. The position peaked at $54.1K in Q1 2025. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

Avondale Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 724 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $52.7K.
Avondale Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and held it in 9 quarters.
Avondale Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $54.1K in Q1 2025.
729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

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