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Stonegate Investment Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Stonegate Investment Group’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 		$220K Hold
3,000
– – 0.01% 378
2025
Q2 		$218K Hold
3,000
– – 0.01% 370
2025
Q1 		$224K Hold
3,000
– – 0.01% 318
2024
Q4 		$210K Hold
3,000
– – 0.01% 329
2024
Q3 		$215K Buy
+3,000
New +$206K 0.01% 338

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonegate Investment Group's SPLV Position: Q3 2025 in Review

Stonegate Investment Group held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2025 at 3,000 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #378.

Stonegate Investment Group first reported a position in SPLV in Q3 2024 and has held it in 5 quarters since. The position peaked at $224K in Q1 2025. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

  • Stonegate Investment Group held 3,000 shares of Invesco S&P 500 Low Volatility ETF worth $220K as of Q3 2025.
  • Stonegate Investment Group left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2025.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #378 holding.
  • Stonegate Investment Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and has held it in 5 quarters since.
  • Stonegate Investment Group's Invesco S&P 500 Low Volatility ETF position peaked at $224K in Q1 2025.
  • 729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.