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Lake Street Advisors Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$249K Buy
3,553
+1
+0% +$72 0.01% 506
2024
Q3 		$255K Buy
3,552
+3
+0.1% +$206 0.01% 502
2024
Q2 		$231K Buy
3,549
+2
+0.1% +$130 0.01% 506
2024
Q1 		$234K Buy
3,547
+2
+0.1% +$128 0.01% 520
2023
Q4 		$222K Buy
+3,545
New +$213K 0.01% 520

Other funds holding SPLV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lake Street Advisors Group's SPLV Position: Q4 2024 in Review

Lake Street Advisors Group increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.03% in Q4 2024, buying an estimated $72 and bringing the position to 3,553 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #506.

Lake Street Advisors Group first reported a position in SPLV in Q4 2023 and has held it in 5 quarters since. The position peaked at $255K in Q3 2024. 745 funds tracked by Wall St. Rank hold SPLV as of Q4 2024.

  • Lake Street Advisors Group held 3,553 shares of Invesco S&P 500 Low Volatility ETF worth $249K as of Q4 2024.
  • Lake Street Advisors Group bought 1 Invesco S&P 500 Low Volatility ETF share in Q4 2024, an estimated $72.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #506 holding.
  • Lake Street Advisors Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Invesco S&P 500 Low Volatility ETF position peaked at $255K in Q3 2024.
  • 745 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.