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Evernest Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Evernest Financial Advisors’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
2026
Q1 		$260K Buy
3,534
+19
+0.5% +$1.41K 0.05% 160
2025
Q4 		$262K Buy
3,515
+26
+0.7% +$1.87K 0.05% 154
2025
Q3 		$256K Buy
3,489
+19
+0.5% +$1.39K 0.07% 163
2025
Q2 		$253K Buy
3,470
+17
+0.5% +$1.23K 0.08% 150
2025
Q1 		$258K Buy
3,453
+14
+0.4% +$1.01K 0.09% 137
2024
Q4 		$241K Buy
3,439
+15
+0.4% +$1.08K 0.06% 146
2024
Q3 		$246K Buy
3,424
+15
+0.4% +$1.03K 0.07% 142
2024
Q2 		$221K Buy
3,409
+18
+0.5% +$1.17K 0.1% 123
2024
Q1 		$216K Sell
3,391
-3,330
-50% -$212K 0.1% 121
2023
Q4 		$421K Buy
+6,721
New +$405K 0.21% 94
2021
Q4 		$213K Buy
+3,379
New +$218K 0.11% 115

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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return