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

EPG 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 		– Sell
-4,119
Closed -$308K – 411
2025
Q1 		$308K Buy
4,119
+18
+0.4% +$1.3K 0.09% 193
2024
Q4 		$287K Sell
4,101
-3,774
-48% -$272K 0.08% 200
2024
Q3 		$565K Buy
+7,875
New +$541K 0.14% 153
2024
Q2 		– Sell
-4,045
Closed -$262K – 224
2024
Q1 		$266K Buy
4,045
+14
+0.3% +$893 0.07% 229
2023
Q4 		$253K Buy
4,031
+36
+0.9% +$2.17K 0.07% 221
2023
Q3 		$235K Buy
3,995
+25
+0.6% +$1.54K 0.07% 221
2023
Q2 		$249K Buy
3,970
+23
+0.6% +$1.44K 0.07% 209
2023
Q1 		$246K Buy
3,947
+22
+0.6% +$1.38K 0.08% 207
2022
Q4 		$251K Buy
3,925
+22
+0.6% +$1.36K 0.1% 178
2022
Q3 		$226K Sell
3,903
-76
-2% -$4.81K 0.09% 190
2022
Q2 		$247K Buy
3,979
+20
+0.5% +$1.29K 0.11% 178
2022
Q1 		$266K Buy
3,959
+20
+0.5% +$1.3K 0.09% 189
2021
Q4 		$270K Buy
3,939
+17
+0.4% +$1.09K 0.1% 187
2021
Q3 		$239K Buy
+3,922
New +$247K 0.1% 184
2020
Q4 		– Sell
-6,144
Closed -$330K – 163
2020
Q3 		$330K Sell
6,144
-1,043
-15% -$55.4K 0.24% 93
2020
Q2 		$357K Sell
7,187
-648
-8% -$31.9K 0.25% 95
2020
Q1 		$368K Buy
7,835
+1,804
+30% +$101K 0.27% 74
2019
Q4 		$352K Buy
+6,031
New +$346K 0.26% 67

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

EPG Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025, closing a stake of 4,119 shares — an estimated $308K sold.

EPG Wealth Management first reported a position in SPLV in Q4 2019 and held it in 18 quarters. The position peaked at $565K in Q3 2024. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

  • EPG Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 4,119 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $308K.
  • EPG Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 18 quarters.
  • EPG Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $565K in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.