Financial & Tax Architects’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Financial & Tax Architects’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	-14,153	Closed	-$1.06M	–	109
2025 Q1	$1.06M	Sell	14,153 -4,398	-24%	-$318K	0.27%	58
2024 Q4	$1.3M	Buy	+18,551	New	+$1.34M	0.33%	55
2021 Q3	–	Sell	-6,911	Closed	-$421K	–	110
2021 Q2	$421K	Buy	6,911 +2,100	+44%	+$127K	0.21%	78
2021 Q1	$280K	Buy	+4,811	New	+$271K	0.16%	88

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 $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial & Tax Architects's SPLV Position: Q2 2025 in Review

Financial & Tax Architects sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025, closing a stake of 14,153 shares — an estimated $1.06M sold.

Financial & Tax Architects first reported a position in SPLV in Q1 2021 and held it in 4 quarters. The position peaked at $1.3M in Q4 2024. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Financial & Tax Architects reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
Financial & Tax Architects sold 14,153 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $1.06M.
Financial & Tax Architects first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2021 and held it in 4 quarters.
Financial & Tax Architects's Invesco S&P 500 Low Volatility ETF position peaked at $1.3M in Q4 2024.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Financial & Tax Architects's 13F filing for Q2 2025, filed 13 Aug 2025.