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

Leo Wealth LLC’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	-5,004	Closed	-$368K	–	432
2025 Q3	$368K	Buy	5,004 +2	+0%	+$146	0.05%	208
2025 Q2	$364K	Hold	5,002	–	–	0.03%	277
2025 Q1	$374K	Hold	5,002	–	–	0.05%	198
2024 Q4	$350K	Buy	5,002 +1	+0%	+$72	0.03%	269
2024 Q3	$359K	Buy	+5,001	New	+$343K	0.03%	257

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

Leo Wealth LLC's SPLV Position: Q4 2025 in Review

Leo Wealth LLC sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 5,004 shares — an estimated $368K sold.

Leo Wealth LLC first reported a position in SPLV in Q3 2024 and held it in 5 quarters. The position peaked at $374K in Q1 2025. 750 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Leo Wealth LLC reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Leo Wealth LLC sold 5,004 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $368K.
Leo Wealth LLC first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and held it in 5 quarters.
Leo Wealth LLC's Invesco S&P 500 Low Volatility ETF position peaked at $374K in Q1 2025.
750 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Leo Wealth LLC's 13F filing for Q4 2025, filed 21 Jan 2026.