Benjamin Edwards Inc’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Benjamin Edwards Inc’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 Q4	–	Sell	-3,966	Closed	-$291K	–	1370
2025 Q3	$291K	Sell	3,966 -3,480	-47%	-$254K	﹤0.01%	1111
2025 Q2	$542K	Sell	7,446 -637	-8%	-$46.1K	0.01%	828
2025 Q1	$604K	Sell	8,083 -11,251	-58%	-$813K	0.01%	731
2024 Q4	$1.35M	Sell	19,334 -46,978	-71%	-$3.39M	0.02%	527
2024 Q3	$4.76M	Buy	+66,312	New	+$4.55M	0.07%	267

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Benjamin Edwards Inc's SPLV Position: Q4 2025 in Review

Benjamin Edwards Inc sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 3,966 shares — an estimated $291K sold.

Benjamin Edwards Inc first reported a position in SPLV in Q3 2024 and held it in 5 quarters. The position peaked at $4.76M in Q3 2024. 750 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Benjamin Edwards Inc reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Benjamin Edwards Inc sold 3,966 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $291K.
Benjamin Edwards Inc first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and held it in 5 quarters.
Benjamin Edwards Inc's Invesco S&P 500 Low Volatility ETF position peaked at $4.76M in Q3 2024.
750 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.