Tyler-Stone Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Tyler-Stone Wealth Management’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 Q2	$1.38M	Buy	18,885 +3,312	+21%	+$240K	0.22%	92
2025 Q1	$1.16M	Sell	15,573 -78	-0.5%	-$5.63K	0.21%	92
2024 Q4	$1.1M	Buy	15,651 +28	+0.2%	+$2.02K	0.19%	93
2024 Q3	$1.12M	Buy	15,623 +6,996	+81%	+$480K	0.21%	90
2024 Q2	$560K	Sell	8,627 -172	-2%	-$11.1K	0.23%	84
2024 Q1	$580K	Buy	8,799 +17	+0.2%	+$1.08K	0.26%	80
2023 Q4	$550K	Sell	8,782 -242	-3%	-$14.6K	0.28%	73
2023 Q3	$531K	Sell	9,024 -470	-5%	-$29K	0.3%	68
2023 Q2	$596K	Buy	+9,494	New	+$594K	0.34%	64
2022 Q4	$708K	Sell	11,084 -168	-1%	-$10.4K	0.48%	48
2022 Q3	$651K	Hold	11,252	–	–	0.5%	46
2022 Q2	$698K	Sell	11,252 -395	-3%	-$25.5K	0.47%	49
2022 Q1	$781K	Sell	11,647 -25	-0.2%	-$1.63K	0.43%	51
2021 Q4	$801K	Buy	+11,672	New	+$751K	0.42%	49

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tyler-Stone Wealth Management's SPLV Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 21% in Q2 2025, buying an estimated $240K and bringing the position to 18,885 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #92.

Tyler-Stone Wealth Management first reported a position in SPLV in Q4 2021 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Tyler-Stone Wealth Management held 18,885 shares of Invesco S&P 500 Low Volatility ETF worth $1.38M as of Q2 2025.
Tyler-Stone Wealth Management bought 3,312 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $240K.
Invesco S&P 500 Low Volatility ETF made up 0.22% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #92 holding.
Tyler-Stone Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 14 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.