Coppell Advisory Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-9,236	Closed	-$875K	–	432
2025 Q1	$875K	Buy	9,236 +6,963	+306%	+$503K	0.12%	163
2024 Q4	$159K	Sell	2,273 -21,417	-90%	-$1.55M	0.02%	320
2024 Q3	$1.69M	Buy	23,690 +23,329	+6,462%	+$1.6M	0.25%	86
2024 Q2	$23.4K	Buy	+361	New	+$23.4K	﹤0.01%	717
2023 Q4	$8.7K	Sell	139 -59	-30%	-$3.55K	﹤0.01%	968
2023 Q3	$12.7K	Buy	+198	New	+$12.2K	﹤0.01%	575
2023 Q1	–	Sell	-198	Closed	-$12.7K	–	944
2022 Q4	$12.7K	Buy	+198	New	+$12.3K	﹤0.01%	578

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Coppell Advisory Solutions's SPLV Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025, closing a stake of 9,236 shares — an estimated $875K sold.

Coppell Advisory Solutions first reported a position in SPLV in Q4 2022 and held it in 7 quarters. The position peaked at $1.69M in Q3 2024. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Coppell Advisory Solutions reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 9,236 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $875K.
Coppell Advisory Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Invesco S&P 500 Low Volatility ETF position peaked at $1.69M in Q3 2024.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.