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Heck Capital Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Heck Capital Advisors’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
Q4 		– Sell
-2,763
Closed -$203K – 219
2025
Q3 		$203K Sell
2,763
-4,271
-61% -$312K 0.02% 193
2025
Q2 		$512K Buy
7,034
+6,538
+1,318% +$473K 0.04% 131
2025
Q1 		$37.1K Hold
496
– – ﹤0.01% 176
2024
Q4 		$34.7K Buy
+496
New +$35.8K ﹤0.01% 167
2023
Q3 		– Sell
-122,352
Closed -$7.68M – 192
2023
Q2 		$7.68M Buy
122,352
+1,911
+2% +$120K 1.32% 27
2023
Q1 		$7.52M Buy
120,441
+3,420
+3% +$214K 1.44% 27
2022
Q4 		$7.48M Sell
117,021
-2,296
-2% -$142K 1.45% 25
2022
Q3 		$6.9M Sell
119,317
-2,558
-2% -$162K 1.42% 24
2022
Q2 		$7.56M Sell
121,875
-5,776
-5% -$373K 1.52% 19
2022
Q1 		$8.56M Buy
127,651
+798
+0.6% +$51.9K 1.55% 15
2021
Q4 		$8.71M Sell
126,853
-3,466
-3% -$223K 1.58% 14
2021
Q3 		$7.93M Buy
+130,319
New +$8.22M 1.58% 16

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heck Capital Advisors's SPLV Position: Q4 2025 in Review

Heck Capital Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 2,763 shares — an estimated $203K sold.

Heck Capital Advisors first reported a position in SPLV in Q3 2021 and held it in 12 quarters. The position peaked at $8.71M in Q4 2021. 749 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

  • Heck Capital Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 2,763 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $203K.
  • Heck Capital Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2021 and held it in 12 quarters.
  • Heck Capital Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $8.71M in Q4 2021.
  • 749 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Heck Capital Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.