Ethos Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ethos Financial Group’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	-114,955	Closed	-$8.05M	–	521
2025 Q1	$8.05M	Hold	114,955	–	–	0.77%	35
2024 Q4	$8.05M	Buy	114,955 +741	+0.6%	+$53.5K	1.05%	29
2024 Q3	$8.19M	Buy	+114,214	New	+$7.84M	1.35%	23
2024 Q1	–	Sell	-105,509	Closed	-$6.61M	–	302
2023 Q4	$6.61M	Buy	+105,509	New	+$6.35M	1.41%	25

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

Ethos Financial Group's SPLV Position: Q2 2025 in Review

Ethos Financial Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025, closing a stake of 114,955 shares — an estimated $8.05M sold.

Ethos Financial Group first reported a position in SPLV in Q4 2023 and held it in 4 quarters. The position peaked at $8.19M in Q3 2024. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Ethos Financial Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
Ethos Financial Group sold 114,955 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $8.05M.
Ethos Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 4 quarters.
Ethos Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $8.19M in Q3 2024.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.