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

Pinnacle Family 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	-15,788	Closed	-$1.16M	–	148
2025 Q3	$1.16M	Sell	15,788 -1,209	-7%	-$88.4K	0.51%	38
2025 Q2	$1.23M	Buy	+16,997	New	+$1.23M	0.6%	37
2020 Q1	–	Sell	-4,258	Closed	-$248K	–	91
2019 Q4	$248K	Buy	+4,258	New	+$244K	0.22%	70
2019 Q3	–	Sell	-13,451	Closed	-$740K	–	83
2019 Q2	$740K	Buy	+13,451	New	+$723K	0.61%	40

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Family Advisors's SPLV Position: Q4 2025 in Review

Pinnacle Family Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 15,788 shares — an estimated $1.16M sold.

Pinnacle Family Advisors first reported a position in SPLV in Q2 2019 and held it in 4 quarters. The position peaked at $1.23M in Q2 2025. 749 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Pinnacle Family Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Pinnacle Family Advisors sold 15,788 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $1.16M.
Pinnacle Family Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2019 and held it in 4 quarters.
Pinnacle Family Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.23M in Q2 2025.
749 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Pinnacle Family Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.