HOWA
SPLV icon

Heritage Oak Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Heritage Oak Wealth 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
Q2 		– Sell
-3,532
Closed -$264K – 78
2025
Q1 		$264K Buy
+3,532
New +$255K 0.12% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Oak Wealth Advisors's SPLV Position: Q2 2025 in Review

Heritage Oak Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025, closing a stake of 3,532 shares — an estimated $264K sold.

Heritage Oak Wealth Advisors first reported a position in SPLV in Q1 2025 and held it in 1 quarter. The position peaked at $264K in Q1 2025. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

  • Heritage Oak Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,532 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $264K.
  • Heritage Oak Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $264K in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.