Congress Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Congress Wealth 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 Q2	$310K	Sell	4,260 -145	-3%	-$10.5K	﹤0.01%	1063
2025 Q1	$328K	Buy	4,405 +1,241	+39%	+$89.6K	﹤0.01%	919
2024 Q4	$221K	Buy	3,164 +357	+13%	+$25.8K	﹤0.01%	832
2024 Q3	$201K	Buy	+2,807	New	+$193K	﹤0.01%	822

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Wealth Management's SPLV Position: Q2 2025 in Review

Congress Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.3% in Q2 2025, selling an estimated $10.5K and leaving 4,260 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Congress Wealth Management first reported a position in SPLV in Q3 2024 and has held it in 4 quarters since. The position peaked at $328K in Q1 2025. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Congress Wealth Management held 4,260 shares of Invesco S&P 500 Low Volatility ETF worth $310K as of Q2 2025.
Congress Wealth Management sold 145 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $10.5K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1063 holding.
Congress Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and has held it in 4 quarters since.
Congress Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $328K in Q1 2025.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.