PA
SPMV

PSI Advisors’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History

PSI Advisors’s Portfolio SPMV Stock Details SPMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-250
Closed -$11.5K – 928
2024
Q4 		$11.5K Hold
250
– – ﹤0.01% 506
2024
Q3 		$11.7K Hold
250
– – ﹤0.01% 512
2024
Q2 		$10.9K Hold
250
– – ﹤0.01% 499
2024
Q1 		$10.7K Hold
250
– – ﹤0.01% 475
2023
Q4 		$9.81K Hold
250
– – ﹤0.01% 518
2023
Q3 		$9.05K Hold
250
– – ﹤0.01% 515
2023
Q2 		$9.58K Buy
250
+150
+150% +$5.63K ﹤0.01% 499
2023
Q1 		$3.69K Hold
100
– – ﹤0.01% 567
2022
Q4 		$3.64K Hold
100
– – ﹤0.01% 556
2022
Q3 		$3K Hold
100
– – ﹤0.01% 596
2022
Q2 		$4K Buy
+100
New +$3.77K ﹤0.01% 604

Other funds holding SPMV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PSI Advisors's SPMV Position: Q1 2025 in Review

PSI Advisors sold out of Invesco S&P 500 Minimum Variance ETF (SPMV) in Q1 2025, closing a stake of 250 shares — an estimated $11.5K sold.

PSI Advisors first reported a position in SPMV in Q2 2022 and held it in 11 quarters. The position peaked at $11.7K in Q3 2024. 6 funds tracked by Wall St. Rank hold SPMV as of Q1 2025.

  • PSI Advisors reported no remaining Invesco S&P 500 Minimum Variance ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 250 Invesco S&P 500 Minimum Variance ETF shares in Q1 2025, an estimated $11.5K.
  • PSI Advisors first reported a position in Invesco S&P 500 Minimum Variance ETF in Q2 2022 and held it in 11 quarters.
  • PSI Advisors's Invesco S&P 500 Minimum Variance ETF position peaked at $11.7K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Invesco S&P 500 Minimum Variance ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.