GGI
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Godsey & Gibb Inc’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Godsey & Gibb 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
-100
Closed -$7K – 402
2024
Q4 		$7K Buy
+100
New +$7.21K ﹤0.01% 289
2023
Q4 		– Sell
-284
Closed -$16.7K – 373
2023
Q3 		$16.7K Hold
284
– – ﹤0.01% 218
2023
Q2 		$17.8K Sell
284
-160
-36% -$10K ﹤0.01% 232
2023
Q1 		$27.7K Hold
444
– – ﹤0.01% 189
2022
Q4 		$28.4K Buy
+444
New +$27.5K 0.01% 146
2022
Q1 		– Sell
-444
Closed -$30K – 146
2021
Q4 		$30K Hold
444
– – 0.01% 67
2021
Q3 		$27K Buy
+444
New +$28K 0.01% 56
2015
Q2 		– Sell
-15,038
Closed -$570K – 62
2015
Q1 		$570K Buy
15,038
+572
+4% +$21.8K 0.1% 54
2014
Q4 		$549K Buy
14,466
+270
+2% +$9.89K 0.1% 53
2014
Q3 		$496K Buy
14,196
+285
+2% +$9.98K 0.09% 54
2014
Q2 		$495K Sell
13,911
-719
-5% -$24.9K 0.09% 54
2014
Q1 		$498K Sell
14,630
-555
-4% -$18.3K 0.1% 55
2013
Q4 		$504K Sell
15,185
-70
-0.5% -$2.27K 0.1% 56
2013
Q3 		$476K Sell
15,255
-2,615
-15% -$82.8K 0.11% 57
2013
Q2 		$556K Buy
+17,870
New +$564K 0.13% 56

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

Godsey & Gibb Inc's SPLV Position: Q1 2025 in Review

Godsey & Gibb Inc sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 100 shares — an estimated $7K sold.

Godsey & Gibb Inc first reported a position in SPLV in Q2 2013 and held it in 15 quarters. The position peaked at $570K in Q1 2015. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

  • Godsey & Gibb Inc reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Godsey & Gibb Inc sold 100 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $7K.
  • Godsey & Gibb Inc first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and held it in 15 quarters.
  • Godsey & Gibb Inc's Invesco S&P 500 Low Volatility ETF position peaked at $570K in Q1 2015.
  • 769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Godsey & Gibb Inc's 13F filing for Q1 2025, filed 11 Apr 2025.