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

Lord & Richards 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
Q2 		– Sell
-300
Closed -$22.4K – 148
2025
Q1 		$22.4K Buy
+300
New +$21.7K 0.03% 102

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lord & Richards Wealth Management's SPLV Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025, closing a stake of 300 shares — an estimated $22.4K sold.

Lord & Richards Wealth Management first reported a position in SPLV in Q1 2025 and held it in 1 quarter. The position peaked at $22.4K in Q1 2025. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 300 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $22.4K.
  • Lord & Richards Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $22.4K in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.