Pinnacle Financial Partners (Tennessee)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q1	–	Sell	-3,173	Closed	-$222K	–	536
2024 Q4	$222K	Hold	3,173	–	–	﹤0.01%	419
2024 Q3	$228K	Hold	3,173	–	–	﹤0.01%	416
2024 Q2	$206K	Hold	3,173	–	–	﹤0.01%	427
2024 Q1	$209K	Buy	+3,173	New	+$202K	﹤0.01%	422
2023 Q1	–	Sell	-3,173	Closed	-$203K	–	559
2022 Q4	$203K	Buy	+3,173	New	+$197K	0.01%	367
2022 Q2	–	Sell	-3,173	Closed	-$213K	–	456
2022 Q1	$213K	Hold	3,173	–	–	0.01%	353
2021 Q4	$218K	Buy	+3,173	New	+$204K	0.01%	373
2021 Q3	–	Sell	-339	Closed	-$21K	–	498
2021 Q2	$21K	Hold	339	–	–	﹤0.01%	439
2021 Q1	$19K	Hold	339	–	–	﹤0.01%	394
2020 Q4	$18K	Hold	339	–	–	﹤0.01%	395
2020 Q3	$18K	Hold	339	–	–	﹤0.01%	387
2020 Q2	$17K	Hold	339	–	–	﹤0.01%	376
2020 Q1	$16K	Hold	339	–	–	﹤0.01%	373
2019 Q4	$20K	Sell	339 -3,328	-91%	-$191K	﹤0.01%	414
2019 Q3	$212K	Buy	+3,667	New	+$207K	0.02%	332
2019 Q2	–	Sell	-717	Closed	-$38K	–	451
2019 Q1	$38K	Buy	+717	New	+$35.9K	﹤0.01%	366
2018 Q4	–	Sell	-1,578	Closed	-$78K	–	408
2018 Q3	$78K	Buy	1,578 +861	+120%	+$42.3K	0.01%	352
2018 Q2	$34K	Sell	717 -861	-55%	-$40.4K	﹤0.01%	349
2018 Q1	$74K	Buy	+1,578	New	+$74.7K	0.01%	333
2017 Q3	–	Sell	-740	Closed	-$33K	–	423
2017 Q2	$33K	Buy	+740	New	+$32.8K	﹤0.01%	369

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Pinnacle Financial Partners (Tennessee)'s SPLV Position: Q1 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 3,173 shares — an estimated $222K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SPLV in Q2 2017 and held it in 20 quarters. The position peaked at $228K in Q3 2024. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 3,173 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $222K.
Pinnacle Financial Partners (Tennessee) first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2017 and held it in 20 quarters.
Pinnacle Financial Partners (Tennessee)'s Invesco S&P 500 Low Volatility ETF position peaked at $228K in Q3 2024.
769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2025, filed 28 Apr 2025.