Clear Creek Financial Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Clear Creek Financial 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 Q3	–	Sell	-51,317	Closed	-$3.74M	–	588
2025 Q2	$3.74M	Buy	51,317 +5,543	+12%	+$401K	0.36%	58
2025 Q1	$3.42M	Buy	45,774 +4,045	+10%	+$292K	0.35%	63
2024 Q4	$2.92M	Buy	41,729 +4,037	+11%	+$291K	0.32%	70
2024 Q3	$2.7M	Buy	37,692 +408	+1%	+$28K	0.31%	75
2024 Q2	$2.42M	Buy	37,284 +3,648	+11%	+$236K	0.29%	76
2024 Q1	$2.22M	Buy	33,636 +24,988	+289%	+$1.59M	0.28%	78
2023 Q4	$542K	Buy	+8,648	New	+$521K	0.09%	186

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

Clear Creek Financial Management's SPLV Position: Q3 2025 in Review

Clear Creek Financial Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 51,317 shares — an estimated $3.74M sold.

Clear Creek Financial Management first reported a position in SPLV in Q4 2023 and held it in 7 quarters. The position peaked at $3.74M in Q2 2025. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

Clear Creek Financial Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Clear Creek Financial Management sold 51,317 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $3.74M.
Clear Creek Financial Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 7 quarters.
Clear Creek Financial Management's Invesco S&P 500 Low Volatility ETF position peaked at $3.74M in Q2 2025.
729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on Clear Creek Financial Management's 13F filing for Q3 2025, filed 10 Nov 2025.