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

Strategic Wealth 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 Q4	–	Sell	-2,729	Closed	-$201K	–	121
2025 Q3	$201K	Buy	+2,729	New	+$199K	0.02%	130
2023 Q4	$326K	Sell	5,206 -822	-14%	-$49.5K	0.05%	100
2023 Q3	$354K	Sell	6,028 -496	-8%	-$30.7K	0.06%	80
2023 Q2	$410K	Sell	6,524 -614	-9%	-$38.4K	0.07%	93
2023 Q1	$445K	Sell	7,138 -3,934	-36%	-$246K	0.08%	87
2022 Q4	$698K	Sell	11,072 -212	-2%	-$13.2K	0.16%	62
2022 Q3	$653K	Sell	11,284 -1,330	-11%	-$84.1K	0.19%	60
2022 Q2	$782K	Buy	12,614 +2,246	+22%	+$145K	0.2%	81
2022 Q1	$696K	Buy	+10,368	New	+$675K	0.17%	59

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Wealth Investment Group's SPLV Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 2,729 shares — an estimated $201K sold.

Strategic Wealth Investment Group first reported a position in SPLV in Q1 2022 and held it in 9 quarters. The position peaked at $782K in Q2 2022. 750 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Strategic Wealth Investment Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 2,729 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $201K.
Strategic Wealth Investment Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and held it in 9 quarters.
Strategic Wealth Investment Group's Invesco S&P 500 Low Volatility ETF position peaked at $782K in Q2 2022.
750 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.