BluePointe Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

BluePointe Capital 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	$529K	Hold	7,082	–	–	0.2%	74
2024 Q4	$496K	Hold	7,082	–	–	0.28%	62
2024 Q3	$508K	Hold	7,082	–	–	0.33%	64
2024 Q2	$460K	Hold	7,082	–	–	0.31%	66
2024 Q1	$466K	Hold	7,082	–	–	0.32%	66
2023 Q4	$444K	Buy	+7,082	New	+$426K	0.34%	64

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

BluePointe Capital Management's SPLV Position: Q1 2025 in Review

BluePointe Capital Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2025 at 7,082 shares worth $529K. The position accounts for 0.2% of the portfolio, ranked #74.

BluePointe Capital Management first reported a position in SPLV in Q4 2023 and has held it in 6 quarters since. 770 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

BluePointe Capital Management held 7,082 shares of Invesco S&P 500 Low Volatility ETF worth $529K as of Q1 2025.
BluePointe Capital Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2025.
Invesco S&P 500 Low Volatility ETF made up 0.2% of BluePointe Capital Management's portfolio in Q1 2025, its #74 holding.
BluePointe Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 6 quarters since.
770 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.