BlueChip Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

BlueChip Wealth Advisors’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	-3,652	Closed	-$266K	–	184
2025 Q2	$266K	Hold	3,652	–	–	0.12%	142
2025 Q1	$273K	Hold	3,652	–	–	0.13%	128
2024 Q4	$256K	Sell	3,652 -635	-15%	-$45.8K	0.14%	114
2024 Q3	$308K	Sell	4,287 -600	-12%	-$41.2K	0.16%	116
2024 Q2	$317K	Sell	4,887 -2,312	-32%	-$150K	0.19%	100
2024 Q1	$474K	Hold	7,199	–	–	0.31%	61
2023 Q4	$451K	Buy	+7,199	New	+$433K	0.32%	66

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

BlueChip Wealth Advisors's SPLV Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 3,652 shares — an estimated $266K sold.

BlueChip Wealth Advisors first reported a position in SPLV in Q4 2023 and held it in 7 quarters. The position peaked at $474K in Q1 2024. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

BlueChip Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 3,652 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $266K.
BlueChip Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 7 quarters.
BlueChip Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $474K in Q1 2024.
729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.