Capstone Investment Advisors
SPLV icon

Capstone Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Capstone Investment 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
Q1 		– Sell
-40,002
Closed -$2.8M – 1824
2024
Q4 		$2.8M Buy
+40,002
New +$2.89M 0.01% 742

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

Capstone Investment Advisors's SPLV Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 40,002 shares — an estimated $2.8M sold.

Capstone Investment Advisors first reported a position in SPLV in Q4 2024 and held it in 1 quarter. The position peaked at $2.8M in Q4 2024. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 40,002 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $2.8M.
  • Capstone Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $2.8M in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.