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

Marks 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
Q2 		– Sell
-180,830
Closed -$13.5M – 26
2025
Q1 		$13.5M Buy
180,830
+172,639
+2,108% +$12.5M 4.96% 4
2024
Q4 		$573K Hold
8,191
– – 0.28% 8
2024
Q3 		$588K Buy
+8,191
New +$563K 0.25% 17

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 $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marks Wealth's SPLV Position: Q2 2025 in Review

Marks Wealth sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025, closing a stake of 180,830 shares — an estimated $13.5M sold.

Marks Wealth first reported a position in SPLV in Q3 2024 and held it in 3 quarters. The position peaked at $13.5M in Q1 2025. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

  • Marks Wealth reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Wealth sold 180,830 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $13.5M.
  • Marks Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and held it in 3 quarters.
  • Marks Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $13.5M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Marks Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.