Ground Swell Capital’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ground Swell Capital’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	-3,746	Closed	-$280K	–	254
2025 Q1	$280K	Buy	+3,746	New	+$271K	0.6%	62

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

Ground Swell Capital's SPLV Position: Q2 2025 in Review

Ground Swell Capital sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025, closing a stake of 3,746 shares — an estimated $280K sold.

Ground Swell Capital first reported a position in SPLV in Q1 2025 and held it in 1 quarter. The position peaked at $280K in Q1 2025. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Ground Swell Capital reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
Ground Swell Capital sold 3,746 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $280K.
Ground Swell Capital first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and held it in 1 quarter.
Ground Swell Capital's Invesco S&P 500 Low Volatility ETF position peaked at $280K in Q1 2025.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.