Farmers & Merchants Investments Inc’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Farmers & Merchants Investments Inc’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	-1,929	Closed	-$135K	–	1782
2024 Q4	$135K	Hold	1,929	–	–	﹤0.01%	343
2024 Q3	$138K	Hold	1,929	–	–	﹤0.01%	344
2024 Q2	$125K	Hold	1,929	–	–	﹤0.01%	340
2024 Q1	$127K	Hold	1,929	–	–	﹤0.01%	324
2023 Q4	$121K	Hold	1,929	–	–	﹤0.01%	320
2023 Q3	$113K	Hold	1,929	–	–	﹤0.01%	323
2023 Q2	$121K	Hold	1,929	–	–	﹤0.01%	323
2023 Q1	$120K	Hold	1,929	–	–	﹤0.01%	319
2022 Q4	$123K	Sell	1,929 -619	-24%	-$38.4K	0.01%	318
2022 Q3	$147K	Buy	+2,548	New	+$161K	0.01%	305
2020 Q1	–	Sell	-500	Closed	-$29K	–	874
2019 Q4	$29K	Hold	500	–	–	﹤0.01%	381
2019 Q3	$29K	Hold	500	–	–	﹤0.01%	380
2019 Q2	$28K	Hold	500	–	–	﹤0.01%	372
2019 Q1	$26K	Buy	+500	New	+$25.1K	﹤0.01%	375

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 $445B AUM 25.58% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Farmers & Merchants Investments Inc's SPLV Position: Q1 2025 in Review

Farmers & Merchants Investments Inc sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 1,929 shares — an estimated $135K sold.

Farmers & Merchants Investments Inc first reported a position in SPLV in Q1 2019 and held it in 14 quarters. The position peaked at $147K in Q3 2022. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

Farmers & Merchants Investments Inc reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 1,929 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $135K.
Farmers & Merchants Investments Inc first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and held it in 14 quarters.
Farmers & Merchants Investments Inc's Invesco S&P 500 Low Volatility ETF position peaked at $147K in Q3 2022.
769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2025, filed 16 Apr 2025.