GSWM
SPLV icon

Golden State Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Golden State Wealth Management’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 		$500K Sell
6,829
-9,583
-58% -$710K 0.05% 247
2025
Q4 		$1.17M Sell
16,412
-1,262
-7% -$90.7K 0.12% 140
2025
Q3 		$1.3M Sell
17,674
-5,061
-22% -$370K 0.14% 120
2025
Q2 		$1.66M Buy
22,735
+20,862
+1,114% +$1.51M 0.2% 94
2025
Q1 		$140K Sell
1,873
-4,398
-70% -$318K 0.02% 382
2024
Q4 		$439K Buy
+6,271
New +$452K 0.07% 212
2020
Q2 		– Sell
-692
Closed -$32K – 798
2020
Q1 		$32K Buy
+692
New +$38.7K 0.01% 429
2019
Q4 		– Sell
-692
Closed -$40K – 801
2019
Q3 		$40K Hold
692
– – 0.01% 478
2019
Q2 		$38K Hold
692
– – 0.01% 510
2019
Q1 		$36K Buy
+692
New +$34.7K 0.01% 518

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