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Grantvest Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Grantvest Financial Group’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
-3,035
Closed -$212K – 135
2024
Q4 		$212K Buy
+3,035
New +$219K 0.24% 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
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

Grantvest Financial Group's SPLV Position: Q1 2025 in Review

Grantvest Financial Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 3,035 shares — an estimated $212K sold.

Grantvest Financial Group first reported a position in SPLV in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

  • Grantvest Financial Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Grantvest Financial Group sold 3,035 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $212K.
  • Grantvest Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and held it in 1 quarter.
  • Grantvest Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $212K in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Grantvest Financial Group's 13F filing for Q1 2025, filed 8 May 2025.