Clearview Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Clearview Wealth 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 Q4	$222K	Sell	3,106 -648	-17%	-$46.6K	0.14%	99
2025 Q3	$276K	Sell	3,754 -152	-4%	-$11.1K	0.18%	91
2025 Q2	$284K	Sell	3,906 -12	-0.3%	-$869	0.2%	86
2025 Q1	$293K	Sell	3,918 -331	-8%	-$23.9K	0.22%	84
2024 Q4	$297K	Sell	4,249 -141	-3%	-$10.2K	0.23%	79
2024 Q3	$315K	Buy	4,390 +142	+3%	+$9.75K	0.24%	74
2024 Q2	$276K	Sell	4,248 -367	-8%	-$23.8K	0.24%	80
2024 Q1	$304K	Sell	4,615 -397	-8%	-$25.3K	0.31%	86
2023 Q4	$314K	Sell	5,012 -274	-5%	-$16.5K	0.37%	90
2023 Q3	$311K	Sell	5,286 -1,703	-24%	-$105K	0.38%	86
2023 Q2	$439K	Sell	6,989 -865	-11%	-$54.2K	0.45%	67
2023 Q1	$490K	Sell	7,854 -715	-8%	-$44.7K	0.5%	59
2022 Q4	$548K	Sell	8,569 -710	-8%	-$44K	0.42%	59
2022 Q3	$537K	Sell	9,279 -501	-5%	-$31.7K	0.43%	42
2022 Q2	$606K	Sell	9,780 -2,642	-21%	-$171K	0.45%	42
2022 Q1	$833K	Sell	12,422 -20,846	-63%	-$1.36M	0.55%	33
2021 Q4	$2.28M	Buy	33,268 +2,498	+8%	+$161K	1.39%	16
2021 Q3	$1.87M	Buy	30,770 +2,745	+10%	+$173K	1.19%	20
2021 Q2	$1.71M	Buy	28,025 +3,254	+13%	+$197K	1.05%	20
2021 Q1	$1.44M	Buy	24,771 +1,361	+6%	+$76.5K	0.93%	24
2020 Q4	$1.32M	Buy	+23,410	New	+$1.29M	0.88%	26

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearview Wealth Advisors's SPLV Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 17% in Q4 2025, selling an estimated $46.6K and leaving 3,106 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #99.

Clearview Wealth Advisors first reported a position in SPLV in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.28M in Q4 2021. 749 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Clearview Wealth Advisors held 3,106 shares of Invesco S&P 500 Low Volatility ETF worth $222K as of Q4 2025.
Clearview Wealth Advisors sold 648 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $46.6K.
Invesco S&P 500 Low Volatility ETF made up 0.14% of Clearview Wealth Advisors's portfolio in Q4 2025, its #99 holding.
Clearview Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and has held it in 21 quarters since.
Clearview Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $2.28M in Q4 2021.
749 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.