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SPLV icon

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

Signify Wealth’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 		$4.23M Buy
60,383
+4,630
+8% +$334K 4.77% 11
2024
Q3 		$4M Buy
55,753
+8,079
+17% +$555K 4.9% 8
2024
Q2 		$3.1M Buy
47,674
+1,350
+3% +$87.4K 4.46% 11
2024
Q1 		$3.05M Buy
46,324
+5,491
+13% +$350K 5.06% 11
2023
Q4 		$2.56M Buy
+40,833
New +$2.46M 3.86% 13

Other funds holding SPLV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Signify Wealth's SPLV Position: Q4 2024 in Review

Signify Wealth increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 8.3% in Q4 2024, buying an estimated $334K and bringing the position to 60,383 shares worth $4.23M. The position accounts for 4.77% of the portfolio, ranked #11.

Signify Wealth first reported a position in SPLV in Q4 2023 and has held it in 5 quarters since. 745 funds tracked by Wall St. Rank hold SPLV as of Q4 2024.

  • Signify Wealth held 60,383 shares of Invesco S&P 500 Low Volatility ETF worth $4.23M as of Q4 2024.
  • Signify Wealth bought 4,630 Invesco S&P 500 Low Volatility ETF shares in Q4 2024, an estimated $334K.
  • Invesco S&P 500 Low Volatility ETF made up 4.77% of Signify Wealth's portfolio in Q4 2024, its #11 holding.
  • Signify Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 5 quarters since.
  • 745 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.