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

Clark Capital Management Group’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	-314,339	Closed	-$22M	–	472
2024 Q4	$22M	Buy	314,339 +2,153	+0.7%	+$155K	0.15%	144
2024 Q3	$22.4M	Buy	+312,186	New	+$21.4M	0.15%	146
2017 Q3	–	Sell	-6,031	Closed	-$270K	–	325
2017 Q2	$270K	Buy	6,031 +619	+11%	+$27.4K	0.01%	243
2017 Q1	$235K	Buy	+5,412	New	+$231K	0.01%	270
2013 Q3	–	Sell	-10,321	Closed	-$321K	–	373
2013 Q2	$321K	Buy	+10,321	New	+$326K	0.03%	251

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clark Capital Management Group's SPLV Position: Q1 2025 in Review

Clark Capital Management Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 314,339 shares — an estimated $22M sold.

Clark Capital Management Group first reported a position in SPLV in Q2 2013 and held it in 5 quarters. The position peaked at $22.4M in Q3 2024. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

Clark Capital Management Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Clark Capital Management Group sold 314,339 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $22M.
Clark Capital Management Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and held it in 5 quarters.
Clark Capital Management Group's Invesco S&P 500 Low Volatility ETF position peaked at $22.4M in Q3 2024.
769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Clark Capital Management Group's 13F filing for Q1 2025, filed 15 May 2025.