Sheaff Brock Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sheaff Brock Investment Advisors’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	$204K	Buy	+2,724	New	+$197K	0.02%	395
2019 Q4	–	Sell	-5,131	Closed	-$297K	–	497
2019 Q3	$297K	Buy	+5,131	New	+$289K	0.03%	340

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

Sheaff Brock Investment Advisors's SPLV Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025: 2,724 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #395 among its holdings. This is a return to the name: Sheaff Brock Investment Advisors previously reported a position in SPLV as recently as Q3 2019.

Sheaff Brock Investment Advisors first reported a position in SPLV in Q3 2019 and has held it in 2 quarters since. The position peaked at $297K in Q3 2019. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

Sheaff Brock Investment Advisors held 2,724 shares of Invesco S&P 500 Low Volatility ETF worth $204K as of Q1 2025.
Invesco S&P 500 Low Volatility ETF was a new Sheaff Brock Investment Advisors position in Q1 2025.
Invesco S&P 500 Low Volatility ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #395 holding.
Sheaff Brock Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2019 and has held it in 2 quarters since.
Sheaff Brock Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $297K in Q3 2019.
769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.