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

KWB Wealth’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
-5,958
Closed -$445K – 159
2025
Q2 		$445K Buy
5,958
+577
+11% +$41.8K 0.05% 93
2025
Q1 		$377K Sell
5,381
-1,021
-16% -$73.7K 0.05% 112
2024
Q4 		$459K Buy
+6,402
New +$462K 0.06% 93
2023
Q2 		– Sell
-8,491
Closed -$543K – 135
2023
Q1 		$543K Hold
8,491
– – 0.1% 68
2022
Q4 		$543K Buy
8,491
+1,241
+17% +$77K 0.1% 64
2022
Q3 		$419K Buy
7,250
+1,317
+22% +$83.3K 0.08% 66
2022
Q2 		$368K Buy
+5,933
New +$384K 0.07% 76

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

KWB Wealth's SPLV Position: Q3 2025 in Review

KWB Wealth sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 5,958 shares — an estimated $445K sold.

KWB Wealth first reported a position in SPLV in Q2 2022 and held it in 7 quarters. The position peaked at $543K in Q1 2023. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

  • KWB Wealth reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • KWB Wealth sold 5,958 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $445K.
  • KWB Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2022 and held it in 7 quarters.
  • KWB Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $543K in Q1 2023.
  • 729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.