Hoey Investments’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Hoey Investments’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	-840	Closed	-$58.8K	–	399
2024 Q4	$58.8K	Buy	+840	New	+$60.6K	0.01%	125
2021 Q3	–	Sell	-135	Closed	-$8K	–	250
2021 Q2	$8K	Hold	135	–	–	﹤0.01%	180
2021 Q1	$8K	Hold	135	–	–	﹤0.01%	181
2020 Q4	$8K	Hold	135	–	–	﹤0.01%	151
2020 Q3	$7K	Sell	135 -134	-50%	-$7.11K	﹤0.01%	117
2020 Q2	$13K	Buy	269 +135	+101%	+$6.63K	0.01%	107
2020 Q1	$6K	Hold	134	–	–	﹤0.01%	109
2019 Q4	$8K	Buy	+134	New	+$7.69K	0.01%	140

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Hoey Investments's SPLV Position: Q1 2025 in Review

Hoey Investments sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 840 shares — an estimated $58.8K sold.

Hoey Investments first reported a position in SPLV in Q4 2019 and held it in 8 quarters. The position peaked at $58.8K in Q4 2024. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

Hoey Investments reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Hoey Investments sold 840 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $58.8K.
Hoey Investments first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 8 quarters.
Hoey Investments's Invesco S&P 500 Low Volatility ETF position peaked at $58.8K in Q4 2024.
769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Hoey Investments's 13F filing for Q1 2025, filed 16 Apr 2025.