Northwest Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Northwest Financial Advisors’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	-6,380	Closed	-$469K	–	92
2025 Q3	$469K	Hold	6,380	–	–	0.6%	47
2025 Q2	$465K	Sell	6,380 -71	-1%	-$5.14K	0.65%	43
2025 Q1	$482K	Hold	6,451	–	–	0.4%	63
2024 Q4	$452K	Buy	6,451 +276	+4%	+$19.9K	0.37%	63
2024 Q3	$443K	Hold	6,175	–	–	0.35%	59
2024 Q2	$401K	Hold	6,175	–	–	0.41%	59
2024 Q1	$407K	Buy	6,175 +1	+0%	+$64	0.45%	56
2023 Q4	$387K	Buy	+6,174	New	+$372K	0.33%	54

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

Northwest Financial Advisors's SPLV Position: Q4 2025 in Review

Northwest Financial Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 6,380 shares — an estimated $469K sold.

Northwest Financial Advisors first reported a position in SPLV in Q4 2023 and held it in 8 quarters. The position peaked at $482K in Q1 2025. 750 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Northwest Financial Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Northwest Financial Advisors sold 6,380 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $469K.
Northwest Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 8 quarters.
Northwest Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $482K in Q1 2025.
750 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.