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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.12K Buy
+15
New +$1.08K ﹤0.01% 320
2024
Q3
Sell
-1,350
Closed -$87.7K 437
2024
Q2
$87.7K Hold
1,350
0.01% 171
2024
Q1
$88.9K Hold
1,350
0.01% 177
2023
Q4
$84.6K Buy
+1,350
New +$81.3K 0.01% 167

Other funds holding SPLV

Spectrum Wealth Counsel's SPLV Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025: 15 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: Spectrum Wealth Counsel previously reported a position in SPLV as recently as Q2 2024.

Spectrum Wealth Counsel first reported a position in SPLV in Q4 2023 and has held it in 4 quarters since. The position peaked at $88.9K in Q1 2024. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

  • Spectrum Wealth Counsel held 15 shares of Invesco S&P 500 Low Volatility ETF worth $1.12K as of Q1 2025.
  • Invesco S&P 500 Low Volatility ETF was a new Spectrum Wealth Counsel position in Q1 2025.
  • Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #320 holding.
  • Spectrum Wealth Counsel first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's Invesco S&P 500 Low Volatility ETF position peaked at $88.9K in Q1 2024.
  • 769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.