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West Coast Financial’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

West Coast Financial’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
Q1 		– Sell
-3,182
Closed -$223K – 169
2024
Q4 		$223K Hold
3,182
– – 0.02% 160
2024
Q3 		$228K Hold
3,182
– – 0.03% 162
2024
Q2 		$207K Hold
3,182
– – 0.02% 162
2024
Q1 		$210K Buy
+3,182
New +$203K 0.03% 158
2023
Q2 		– Sell
-3,458
Closed -$216K – 154
2023
Q1 		$216K Sell
3,458
-227
-6% -$14.2K 0.03% 131
2022
Q4 		$235K Buy
3,685
+231
+7% +$14.3K 0.04% 121
2022
Q3 		$200K Hold
3,454
– – 0.04% 121
2022
Q2 		$214K Hold
3,454
– – 0.04% 122
2022
Q1 		$232K Sell
3,454
-227
-6% -$14.8K 0.04% 122
2021
Q4 		$253K Hold
3,681
– – 0.04% 121
2021
Q3 		$224K Hold
3,681
– – 0.04% 125
2021
Q2 		$224K Sell
3,681
-419
-10% -$25.4K 0.04% 125
2021
Q1 		$238K Buy
4,100
+296
+8% +$16.6K 0.04% 111
2020
Q4 		$214K Buy
+3,804
New +$209K 0.04% 110
2020
Q3 		– Sell
-7,228
Closed -$359K – 107
2020
Q2 		$359K Sell
7,228
-616,661
-99% -$30.3M 0.09% 84
2020
Q1 		$29.3M Sell
623,889
-80,083
-11% -$4.48M 7.79% 2
2019
Q4 		$41.1M Buy
703,972
+35,469
+5% +$2.03M 8.76% 2
2019
Q3 		$38.7M Buy
668,503
+97,127
+17% +$5.48M 8.77% 2
2019
Q2 		$31.4M Sell
571,376
-9,411
-2% -$506K 7.19% 2
2019
Q1 		$30.6M Buy
580,787
+54,201
+10% +$2.72M 7.22% 2
2018
Q4 		$24.6M Buy
526,586
+234,126
+80% +$11.4M 6.97% 2
2018
Q3 		$14.5M Buy
292,460
+19,286
+7% +$948K 3.34% 3
2018
Q2 		$13M Buy
273,174
+9,403
+4% +$441K 3.58% 4
2018
Q1 		$12.4M Buy
263,771
+84,794
+47% +$4.01M 3.54% 3
2017
Q4 		$8.54M Buy
+178,977
New +$8.44M 2.4% 7

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Coast Financial's SPLV Position: Q1 2025 in Review

West Coast Financial sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 3,182 shares — an estimated $223K sold.

West Coast Financial first reported a position in SPLV in Q4 2017 and held it in 25 quarters. The position peaked at $41.1M in Q4 2019. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

  • West Coast Financial reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • West Coast Financial sold 3,182 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $223K.
  • West Coast Financial first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and held it in 25 quarters.
  • West Coast Financial's Invesco S&P 500 Low Volatility ETF position peaked at $41.1M in Q4 2019.
  • 769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on West Coast Financial's 13F filing for Q1 2025, filed 11 Apr 2025.