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

JPL 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 Q4	–	Sell	-2,680	Closed	-$197K	–	981
2025 Q3	$197K	Buy	+2,680	New	+$196K	0.05%	123
2025 Q2	–	Sell	-2,680	Closed	-$200K	–	116
2025 Q1	$200K	Buy	+2,680	New	+$194K	0.06%	113

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JPL Wealth Management's SPLV Position: Q4 2025 in Review

JPL Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 2,680 shares — an estimated $197K sold.

JPL Wealth Management first reported a position in SPLV in Q1 2025 and held it in 2 quarters. The position peaked at $200K in Q1 2025. 750 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

JPL Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
JPL Wealth Management sold 2,680 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $197K.
JPL Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and held it in 2 quarters.
JPL Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $200K in Q1 2025.
750 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.