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SPLV icon

WealthShield Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

WealthShield Partners’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 		– Sell
-11,911
Closed -$867K – 576
2025
Q2 		$867K Buy
11,911
+9,693
+437% +$702K 0.1% 185
2025
Q1 		$166K Sell
2,218
-280
-11% -$20.2K 0.02% 334
2024
Q4 		$175K Buy
2,498
+23
+0.9% +$1.66K 0.02% 296
2024
Q3 		$178K Buy
2,475
+280
+13% +$19.2K 0.02% 306
2024
Q2 		$143K Sell
2,195
-502
-19% -$32.5K 0.02% 302
2024
Q1 		$178K Sell
2,697
-186
-6% -$11.9K 0.03% 278
2023
Q4 		$181K Sell
2,883
-806
-22% -$48.5K 0.03% 283
2023
Q3 		$217K Sell
3,689
-11,291
-75% -$698K 0.03% 282
2023
Q2 		$941K Sell
14,980
-1,408
-9% -$88.2K 0.14% 152
2023
Q1 		$1.02M Sell
16,388
-46,788
-74% -$2.92M 0.16% 143
2022
Q4 		$4.04M Sell
63,176
-12,563
-17% -$779K 0.77% 29
2022
Q3 		$4.38M Buy
75,739
+22,452
+42% +$1.42M 0.87% 27
2022
Q2 		$3.3M Buy
53,287
+38,894
+270% +$2.52M 0.65% 33
2022
Q1 		$966K Buy
+14,393
New +$937K 0.15% 151
2021
Q3 		– Sell
-786
Closed -$48K – 669
2021
Q2 		$48K Sell
786
-92,883
-99% -$5.63M 0.01% 484
2021
Q1 		$5.45M Buy
93,669
+22,057
+31% +$1.24M 0.98% 28
2020
Q4 		$4.03M Buy
71,612
+64,018
+843% +$3.52M 0.74% 44
2020
Q3 		$407K Sell
7,594
-10,064
-57% -$534K 0.14% 155
2020
Q2 		$877K Buy
17,658
+16,872
+2,147% +$829K 0.4% 57
2020
Q1 		$37K Sell
786
-7,514
-91% -$421K 0.02% 197
2019
Q4 		$484K Sell
8,300
-11,982
-59% -$687K 0.24% 94
2019
Q3 		$1.17M Buy
20,282
+14,782
+269% +$834K 0.62% 34
2019
Q2 		$303K Buy
5,500
+1,050
+24% +$56.5K 0.18% 116
2019
Q1 		$234K Sell
4,450
-3,750
-46% -$188K 0.13% 125
2018
Q4 		$383K Buy
+8,200
New +$398K 0.26% 75

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

WealthShield Partners's SPLV Position: Q3 2025 in Review

WealthShield Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 11,911 shares — an estimated $867K sold.

WealthShield Partners first reported a position in SPLV in Q4 2018 and held it in 25 quarters. The position peaked at $5.45M in Q1 2021. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

  • WealthShield Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • WealthShield Partners sold 11,911 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $867K.
  • WealthShield Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and held it in 25 quarters.
  • WealthShield Partners's Invesco S&P 500 Low Volatility ETF position peaked at $5.45M in Q1 2021.
  • 729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on WealthShield Partners's 13F filing for Q3 2025, filed 31 Oct 2025.