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

Redwood Wealth Management Group’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	-23,682	Closed	-$1.66M	–	168
2024 Q4	$1.66M	Sell	23,682 -2,642	-10%	-$191K	0.81%	32
2024 Q3	$1.89M	Sell	26,324 -2,450	-9%	-$168K	0.94%	28
2024 Q2	$1.87M	Sell	28,774 -766	-3%	-$49.6K	1.41%	16
2024 Q1	$1.95M	Sell	29,540 -1,695	-5%	-$108K	2.06%	15
2023 Q4	$1.96M	Sell	31,235 -1,479	-5%	-$89K	2.17%	11
2023 Q3	$1.92M	Sell	32,714 -765	-2%	-$47.3K	2.25%	11
2023 Q2	$2.1M	Sell	33,479 -386	-1%	-$24.2K	2.33%	10
2023 Q1	$2.11M	Sell	33,865 -848	-2%	-$53K	2.4%	8
2022 Q4	$2.22M	Buy	+34,713	New	+$2.15M	2.77%	8

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

Redwood Wealth Management Group's SPLV Position: Q1 2025 in Review

Redwood Wealth Management Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 23,682 shares — an estimated $1.66M sold.

Redwood Wealth Management Group first reported a position in SPLV in Q4 2022 and held it in 9 quarters. The position peaked at $2.22M in Q4 2022. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

Redwood Wealth Management Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Redwood Wealth Management Group sold 23,682 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $1.66M.
Redwood Wealth Management Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and held it in 9 quarters.
Redwood Wealth Management Group's Invesco S&P 500 Low Volatility ETF position peaked at $2.22M in Q4 2022.
769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Redwood Wealth Management Group's 13F filing for Q1 2025, filed 21 Apr 2025.