WhitTier Trust Company’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

WhitTier Trust Company’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	-16	Closed	-$1.12K	–	1457
2024 Q4	$1.12K	Hold	16	–	–	﹤0.01%	1272
2024 Q3	$1.15K	Buy	+16	New	+$1.1K	﹤0.01%	1266
2023 Q1	–	Sell	-2,250	Closed	-$144K	–	1222
2022 Q4	$144K	Hold	2,250	–	–	0.01%	497
2022 Q3	$130K	Hold	2,250	–	–	0.01%	516
2022 Q2	$140K	Hold	2,250	–	–	0.01%	507
2022 Q1	$151K	Hold	2,250	–	–	0.01%	504
2021 Q4	$154K	Hold	2,250	–	–	0.01%	498
2021 Q3	$137K	Hold	2,250	–	–	0.01%	502
2021 Q2	$137K	Hold	2,250	–	–	0.01%	498
2021 Q1	$131K	Hold	2,250	–	–	0.01%	494
2020 Q4	$126K	Hold	2,250	–	–	0.01%	481
2020 Q3	$121K	Hold	2,250	–	–	0.01%	480
2020 Q2	$112K	Hold	2,250	–	–	0.01%	465
2020 Q1	$106K	Hold	2,250	–	–	0.01%	448
2019 Q4	$131K	Hold	2,250	–	–	0.01%	444
2019 Q3	$130K	Hold	2,250	–	–	0.01%	434
2019 Q2	$124K	Hold	2,250	–	–	0.01%	443
2019 Q1	$118K	Hold	2,250	–	–	0.01%	450
2018 Q4	$105K	Hold	2,250	–	–	0.01%	450
2018 Q3	$111K	Hold	2,250	–	–	0.01%	474
2018 Q2	$107K	Hold	2,250	–	–	0.01%	476
2018 Q1	$106K	Buy	+2,250	New	+$106K	0.01%	477

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

WhitTier Trust Company's SPLV Position: Q1 2025 in Review

WhitTier Trust Company sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2025, closing a stake of 16 shares — an estimated $1.12K sold.

WhitTier Trust Company first reported a position in SPLV in Q1 2018 and held it in 22 quarters. The position peaked at $154K in Q4 2021. 769 funds tracked by Wall St. Rank hold SPLV as of Q1 2025.

WhitTier Trust Company reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
WhitTier Trust Company sold 16 Invesco S&P 500 Low Volatility ETF shares in Q1 2025, an estimated $1.12K.
WhitTier Trust Company first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2018 and held it in 22 quarters.
WhitTier Trust Company's Invesco S&P 500 Low Volatility ETF position peaked at $154K in Q4 2021.
769 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.