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Essential Planning’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Essential Planning’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
Q1 		– Sell
-40,690
Closed -$2.94M – 263
2024
Q4 		$2.94M Buy
+40,690
New +$2.94M 0.02% 161

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Essential Planning's SPLV Position: Q1 2025 in Review

Essential Planning sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 40,690 shares — an estimated $2.94M sold.

Essential Planning first reported a position in SPLV in Q4 2024 and held it in 1 quarter. The position peaked at $2.94M in Q4 2024. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

  • Essential Planning reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 40,690 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $2.94M.
  • Essential Planning first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Invesco S&P 500 Low Volatility ETF position peaked at $2.94M in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.