Riggs Asset Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Riggs Asset 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 Q3	–	Sell	-58	Closed	-$4.22K	–	754
2025 Q2	$4.22K	Sell	58 -18,897	-100%	-$1.37M	﹤0.01%	497
2025 Q1	$1.42M	Buy	+18,955	New	+$1.37M	0.4%	62
2023 Q2	–	Sell	-7	Closed	-$437	–	409
2023 Q1	$437	Sell	7 -36,220	-100%	-$2.26M	﹤0.01%	346
2022 Q4	$2.31M	Sell	36,227 -69	-0.2%	-$4.28K	0.95%	41
2022 Q3	$2.1M	Buy	36,296 +7,637	+27%	+$483K	0.83%	44
2022 Q2	$1.78M	Buy	28,659 +28,511	+19,264%	+$1.84M	0.73%	45
2022 Q1	$10K	Hold	148	–	–	﹤0.01%	233
2021 Q4	$10K	Hold	148	–	–	﹤0.01%	245
2021 Q3	$9K	Hold	148	–	–	﹤0.01%	234
2021 Q2	$9K	Hold	148	–	–	﹤0.01%	237
2021 Q1	$9K	Hold	148	–	–	﹤0.01%	219
2020 Q4	$8K	Buy	+148	New	+$8.13K	﹤0.01%	206

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Riggs Asset Management's SPLV Position: Q3 2025 in Review

Riggs Asset Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 58 shares — an estimated $4.22K sold.

Riggs Asset Management first reported a position in SPLV in Q4 2020 and held it in 12 quarters. The position peaked at $2.31M in Q4 2022. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

Riggs Asset Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 58 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $4.22K.
Riggs Asset Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 12 quarters.
Riggs Asset Management's Invesco S&P 500 Low Volatility ETF position peaked at $2.31M in Q4 2022.
729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.