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Simon Quick Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Simon Quick 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
Q4 		– Sell
-7,065
Closed -$519K – 429
2025
Q3 		$519K Buy
7,065
+38
+0.5% +$2.78K 0.02% 266
2025
Q2 		$512K Buy
7,027
+34
+0.5% +$2.46K 0.03% 248
2025
Q1 		$522K Buy
6,993
+30
+0.4% +$2.17K 0.03% 292
2024
Q4 		$487K Buy
6,963
+29
+0.4% +$2.09K 0.03% 252
2024
Q3 		$497K Buy
6,934
+32
+0.5% +$2.2K 0.03% 242
2024
Q2 		$448K Buy
6,902
+35
+0.5% +$2.27K 0.03% 233
2024
Q1 		$452K Sell
6,867
-6,703
-49% -$427K 0.03% 219
2023
Q4 		$850K Buy
13,570
+94
+0.7% +$5.66K 0.08% 123
2023
Q3 		$792K Buy
13,476
+86
+0.6% +$5.32K 0.07% 127
2023
Q2 		$841K Buy
13,390
+77
+0.6% +$4.82K 0.08% 113
2023
Q1 		$831K Buy
13,313
+76
+0.6% +$4.75K 0.09% 108
2022
Q4 		$846K Buy
13,237
+73
+0.6% +$4.53K 0.1% 97
2022
Q3 		$761K Buy
+13,164
New +$833K 0.11% 91
2020
Q1 		– Sell
-1,812
Closed -$106K – 688
2019
Q4 		$106K Buy
1,812
+1
+0.1% +$57 0.04% 138
2019
Q3 		$105K Buy
1,811
+1
+0.1% +$56 0.05% 113
2019
Q2 		$99.6K Buy
1,810
+7
+0.4% +$376 0.05% 89
2019
Q1 		$95K Buy
+1,803
New +$90.3K 0.04% 121
2018
Q4 		– Sell
-9,175
Closed -$454K – 368
2018
Q3 		$454K Buy
+9,175
New +$451K 0.18% 44

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simon Quick Advisors's SPLV Position: Q4 2025 in Review

Simon Quick Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 7,065 shares — an estimated $519K sold.

Simon Quick Advisors first reported a position in SPLV in Q3 2018 and held it in 18 quarters. The position peaked at $850K in Q4 2023. 750 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

  • Simon Quick Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 7,065 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $519K.
  • Simon Quick Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2018 and held it in 18 quarters.
  • Simon Quick Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $850K in Q4 2023.
  • 750 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.