Marshall Financial Group (Maryland)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Marshall Financial Group (Maryland)’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	-3,144	Closed	-$229K	–	264
2025 Q2	$229K	Sell	3,144 -719	-19%	-$52K	0.04%	235
2025 Q1	$289K	Sell	3,863 -629	-14%	-$45.4K	0.06%	195
2024 Q4	$314K	Sell	4,492 -147	-3%	-$10.6K	0.08%	178
2024 Q3	$333K	Buy	+4,639	New	+$319K	0.08%	171

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SPLV Position: Q3 2025 in Review

Marshall Financial Group (Maryland) sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 3,144 shares — an estimated $229K sold.

Marshall Financial Group (Maryland) first reported a position in SPLV in Q3 2024 and held it in 4 quarters. The position peaked at $333K in Q3 2024. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

Marshall Financial Group (Maryland) reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 3,144 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $229K.
Marshall Financial Group (Maryland) first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and held it in 4 quarters.
Marshall Financial Group (Maryland)'s Invesco S&P 500 Low Volatility ETF position peaked at $333K in Q3 2024.
729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2025, filed 8 Oct 2025.