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

AE 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
2026 Q1	$7.14M	Buy	97,563 +65,697	+206%	+$4.87M	0.04%	345
2025 Q4	$2.28M	Buy	31,866 +1,445	+5%	+$104K	0.01%	573
2025 Q3	$2.24M	Buy	30,421 +65	+0.2%	+$4.75K	0.01%	537
2025 Q2	$2.21M	Sell	30,356 -83,371	-73%	-$6.03M	0.02%	513
2025 Q1	$8.5M	Buy	113,727 +81,335	+251%	+$5.87M	0.07%	260
2024 Q4	$2.27M	Buy	32,392 +1,140	+4%	+$82.2K	0.02%	495
2024 Q3	$2.24M	Sell	31,252 -564	-2%	-$38.7K	0.02%	496
2024 Q2	$2.07M	Buy	31,816 +2,350	+8%	+$152K	0.02%	512
2024 Q1	$1.94M	Sell	29,466 -120,768	-80%	-$7.7M	0.02%	496
2023 Q4	$9.46M	Sell	150,234 -17,018	-10%	-$1.02M	0.05%	409
2023 Q3	$9.83M	Sell	167,252 -292,932	-64%	-$18.1M	0.06%	384
2023 Q2	$28.9M	Buy	460,184 +104,839	+30%	+$6.56M	0.17%	131
2023 Q1	$22.2M	Buy	355,345 +165,284	+87%	+$10.3M	0.14%	168
2022 Q4	$12.1M	Buy	190,061 +13,862	+8%	+$860K	0.09%	270
2022 Q3	$10.2M	Buy	176,199 +109,424	+164%	+$6.92M	0.08%	261
2022 Q2	$4.14M	Sell	66,775 -812,916	-92%	-$52.6M	0.03%	442
2022 Q1	$59M	Buy	879,691 +715,382	+435%	+$46.6M	0.4%	49
2021 Q4	$11.3M	Buy	164,309 +101,974	+164%	+$6.57M	0.08%	242
2021 Q3	$3.79M	Sell	62,335 -14,239	-19%	-$898K	0.03%	444
2021 Q2	$4.66M	Sell	76,574 -876,468	-92%	-$53.1M	0.04%	390
2021 Q1	$55.4M	Buy	953,042 +902,815	+1,797%	+$50.8M	0.56%	33
2020 Q4	$2.82M	Sell	50,227 -11,684	-19%	-$642K	0.03%	397
2020 Q3	$3.32M	Buy	61,911 +22,421	+57%	+$1.19M	0.05%	306
2020 Q2	$1.96M	Sell	39,490 -8,884	-18%	-$437K	0.03%	419
2020 Q1	$2.27M	Buy	48,374 +18,050	+60%	+$1.01M	0.05%	280
2019 Q4	$1.77M	Sell	30,324 -55,898	-65%	-$3.21M	0.04%	375
2019 Q3	$4.99M	Buy	86,222 +50,784	+143%	+$2.86M	0.14%	142
2019 Q2	$1.95M	Buy	35,438 +23,650	+201%	+$1.27M	0.06%	247
2019 Q1	$621K	Sell	11,788 -24,498	-68%	-$1.23M	0.04%	301
2018 Q4	$1.69M	Buy	36,286 +29,765	+456%	+$1.44M	0.29%	90
2018 Q3	$323K	Buy	+6,521	New	+$321K	0.02%	428

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

Two Sigma Investments New York $124B AUM 33.93% 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

AE Wealth Management's SPLV Position: Q1 2026 in Review

AE Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 206% in Q1 2026, buying an estimated $4.87M and bringing the position to 97,563 shares worth $7.14M. The position accounts for 0.04% of the portfolio, ranked #345.

AE Wealth Management first reported a position in SPLV in Q3 2018 and has held it in 31 quarters since. The position peaked at $59M in Q1 2022. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

AE Wealth Management held 97,563 shares of Invesco S&P 500 Low Volatility ETF worth $7.14M as of Q1 2026.
AE Wealth Management bought 65,697 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $4.87M.
Invesco S&P 500 Low Volatility ETF made up 0.04% of AE Wealth Management's portfolio in Q1 2026, its #345 holding.
AE Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2018 and has held it in 31 quarters since.
AE Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $59M in Q1 2022.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.