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Guardian Wealth Advisors (North Carolina)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$488K Sell
6,666
-405
-6% -$30K 0.03% 218
2025
Q4 		$505K Sell
7,071
-248
-3% -$17.8K 0.03% 212
2025
Q3 		$538K Sell
7,319
-68
-0.9% -$4.97K 0.04% 200
2025
Q2 		$538K Sell
7,387
-213
-3% -$15.4K 0.04% 192
2025
Q1 		$568K Sell
7,600
-4,968
-40% -$359K 0.05% 166
2024
Q4 		$880K Buy
12,568
+175
+1% +$12.6K 0.07% 142
2024
Q3 		$889K Sell
12,393
-1,860
-13% -$128K 0.1% 115
2024
Q2 		$926K Sell
14,253
-148
-1% -$9.58K 0.11% 104
2024
Q1 		$949K Buy
14,401
+11,904
+477% +$759K 0.12% 103
2023
Q4 		$156K Hold
2,497
– – 0.02% 248
2023
Q3 		$147K Hold
2,497
– – 0.03% 247
2023
Q2 		$157K Hold
2,497
– – 0.03% 235
2023
Q1 		$156K Hold
2,497
– – 0.03% 224
2022
Q4 		$160K Hold
2,497
– – 0.03% 207
2022
Q3 		$144K Buy
+2,497
New +$158K 0.03% 198

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