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

Novus 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 Q3	–	Sell	-2,984	Closed	-$217K	–	69
2025 Q2	$217K	Sell	2,984 -1,677	-36%	-$121K	0.33%	70
2025 Q1	$348K	Hold	4,661	–	–	0.35%	75
2024 Q4	$326K	Buy	+4,661	New	+$336K	0.33%	78

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

Novus Advisors's SPLV Position: Q3 2025 in Review

Novus Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 2,984 shares — an estimated $217K sold.

Novus Advisors first reported a position in SPLV in Q4 2024 and held it in 3 quarters. The position peaked at $348K in Q1 2025. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

Novus Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Novus Advisors sold 2,984 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $217K.
Novus Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and held it in 3 quarters.
Novus Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $348K in Q1 2025.
729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on Novus Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.