Owen LaRue’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Owen LaRue’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	-2,980	Closed	-$219K	–	131
2025 Q3	$219K	Buy	+2,980	New	+$218K	0.09%	110
2023 Q3	–	Sell	-3,322	Closed	-$209K	–	76
2023 Q2	$209K	Buy	+3,322	New	+$208K	0.22%	71

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

Owen LaRue's SPLV Position: Q4 2025 in Review

Owen LaRue sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 2,980 shares — an estimated $219K sold.

Owen LaRue first reported a position in SPLV in Q2 2023 and held it in 2 quarters. The position peaked at $219K in Q3 2025. 750 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Owen LaRue reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Owen LaRue sold 2,980 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $219K.
Owen LaRue first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and held it in 2 quarters.
Owen LaRue's Invesco S&P 500 Low Volatility ETF position peaked at $219K in Q3 2025.
750 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Owen LaRue's 13F filing for Q4 2025, filed 5 Feb 2026.