Iron Horse Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Iron Horse Wealth Management’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	$18.6K	Buy	+256	New	+$18.5K	0.01%	222

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

Iron Horse Wealth Management's SPLV Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025: 256 shares worth $18.6K. The stake represents 0.01% of the portfolio and ranks #222 among its holdings.

766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Iron Horse Wealth Management held 256 shares of Invesco S&P 500 Low Volatility ETF worth $18.6K as of Q2 2025.
Invesco S&P 500 Low Volatility ETF was a new Iron Horse Wealth Management position in Q2 2025.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #222 holding.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.