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

Revisor 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
2024 Q4	–	Sell	-2,853	Closed	-$205K	–	171
2024 Q3	$205K	Buy	+2,853	New	+$196K	0.13%	171
2024 Q2	–	Sell	-5,727	Closed	-$368K	–	187
2024 Q1	$368K	Buy	+5,727	New	+$365K	0.17%	144
2023 Q3	–	Sell	-3,208	Closed	-$202K	–	172
2023 Q2	$202K	Sell	3,208 -248	-7%	-$15.5K	0.18%	155
2023 Q1	$216K	Buy	+3,456	New	+$216K	0.2%	148

Other funds holding SPLV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Revisor Wealth Management's SPLV Position: Q4 2024 in Review

Revisor Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2024, closing a stake of 2,853 shares — an estimated $205K sold.

Revisor Wealth Management first reported a position in SPLV in Q1 2023 and held it in 4 quarters. The position peaked at $368K in Q1 2024. 745 funds tracked by Wall St. Rank hold SPLV as of Q4 2024.

Revisor Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
Revisor Wealth Management sold 2,853 Invesco S&P 500 Low Volatility ETF shares in Q4 2024, an estimated $205K.
Revisor Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and held it in 4 quarters.
Revisor Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $368K in Q1 2024.
745 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2024.

Based on Revisor Wealth Management's 13F filing for Q4 2024, filed 20 Feb 2025.