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KKM Financial’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

KKM Financial’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
Q3 		– Sell
-3,367
Closed -$245K – 150
2025
Q2 		$245K Hold
3,367
– – 0.09% 144
2025
Q1 		$252K Hold
3,367
– – 0.11% 134
2024
Q4 		$236K Sell
3,367
-192
-5% -$13.9K 0.1% 139
2024
Q3 		$255K Hold
3,559
– – 0.13% 125
2024
Q2 		$231K Hold
3,559
– – 0.11% 137
2024
Q1 		$234K Sell
3,559
-3,559
-50% -$227K 0.11% 136
2023
Q4 		$432K Buy
+7,118
New +$428K 0.27% 82

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KKM Financial's SPLV Position: Q3 2025 in Review

KKM Financial sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 3,367 shares — an estimated $245K sold.

KKM Financial first reported a position in SPLV in Q4 2023 and held it in 7 quarters. The position peaked at $432K in Q4 2023. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

  • KKM Financial reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • KKM Financial sold 3,367 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $245K.
  • KKM Financial first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 7 quarters.
  • KKM Financial's Invesco S&P 500 Low Volatility ETF position peaked at $432K in Q4 2023.
  • 729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on KKM Financial's 13F filing for Q3 2025, filed 14 Nov 2025.