Prosperity Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Prosperity Wealth Management’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	$560K	Sell	7,845 -21	-0.3%	-$1.51K	0.19%	115
2025 Q3	$578K	Sell	7,866 -64	-0.8%	-$4.68K	0.2%	117
2025 Q2	$577K	Buy	7,930 +123	+2%	+$8.9K	0.21%	106
2025 Q1	$583K	Sell	7,807 -124	-2%	-$8.96K	0.27%	85
2024 Q4	$555K	Sell	7,931 -493	-6%	-$35.6K	0.23%	84
2024 Q3	$604K	Sell	8,424 -51	-0.6%	-$3.5K	0.24%	75
2024 Q2	$550K	Sell	8,475 -476	-5%	-$30.8K	0.27%	78
2024 Q1	$590K	Sell	8,951 -1,480	-14%	-$94.4K	0.28%	60
2023 Q4	$654K	Sell	10,431 -5,561	-35%	-$335K	0.42%	37
2023 Q3	$940K	Sell	15,992 -10,411	-39%	-$643K	0.61%	30
2023 Q2	$1.66M	Sell	26,403 -43,295	-62%	-$2.71M	1.07%	15
2023 Q1	$4.35M	Buy	69,698 +3,239	+5%	+$202K	3.44%	6
2022 Q4	$4.25M	Buy	+66,459	New	+$4.12M	4%	4

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

Prosperity Wealth Management's SPLV Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.27% in Q4 2025, selling an estimated $1.51K and leaving 7,845 shares worth $560K. The position accounts for 0.19% of the portfolio, ranked #115.

Prosperity Wealth Management first reported a position in SPLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.35M in Q1 2023. 749 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Prosperity Wealth Management held 7,845 shares of Invesco S&P 500 Low Volatility ETF worth $560K as of Q4 2025.
Prosperity Wealth Management sold 21 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $1.51K.
Invesco S&P 500 Low Volatility ETF made up 0.19% of Prosperity Wealth Management's portfolio in Q4 2025, its #115 holding.
Prosperity Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 13 quarters since.
Prosperity Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $4.35M in Q1 2023.
749 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.