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Chris Bulman’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Chris Bulman’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
-6,753
Closed -$473K – 135
2024
Q4 		$473K Sell
6,753
-167
-2% -$12K 0.3% 64
2024
Q3 		$496K Sell
6,920
-298
-4% -$20.5K 0.34% 60
2024
Q2 		$469K Buy
+7,218
New +$467K 0.32% 57

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chris Bulman's SPLV Position: Q1 2025 in Review

Chris Bulman sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 6,753 shares — an estimated $473K sold.

Chris Bulman first reported a position in SPLV in Q2 2024 and held it in 3 quarters. The position peaked at $496K in Q3 2024. 770 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

  • Chris Bulman reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Chris Bulman sold 6,753 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $473K.
  • Chris Bulman first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and held it in 3 quarters.
  • Chris Bulman's Invesco S&P 500 Low Volatility ETF position peaked at $496K in Q3 2024.
  • 770 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Chris Bulman's 13F filing for Q1 2025, filed 15 Apr 2025.