Oliver Lagore Vanvalin Investment Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$339	Buy	+5	New	+$362	﹤0.01%	619
2024 Q4	$397	Sell	6 -11	-65%	-$794	﹤0.01%	635
2024 Q3	$1.23K	Sell	17 -1	-6%	-$69	﹤0.01%	609
2024 Q2	$1.2K	Sell	18 -430	-96%	-$27.8K	﹤0.01%	642
2024 Q1	$29.5K	Sell	448 -152	-25%	-$9.69K	0.01%	296
2023 Q4	$37.6K	Sell	600 -8,523	-93%	-$513K	0.01%	240
2023 Q3	$536K	Sell	9,123 -319,049	-97%	-$19.7M	0.21%	81
2023 Q2	$20.6M	Buy	328,172 +109,774	+50%	+$6.87M	7.54%	2
2023 Q1	$13.6M	Buy	218,398 +188,017	+619%	+$11.7M	5.82%	5
2022 Q4	$1.94M	Buy	+30,381	New	+$1.88M	1.1%	21

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's SPLV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025: 5 shares worth $339. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SPLV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SPLV in Q4 2022 and has held it in 10 quarters since. The position peaked at $20.6M in Q2 2023. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 5 shares of Invesco S&P 500 Low Volatility ETF worth $339 as of Q2 2025.
Invesco S&P 500 Low Volatility ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #619 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's Invesco S&P 500 Low Volatility ETF position peaked at $20.6M in Q2 2023.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.