Ameritas Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ameritas Advisory Services’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	$463K	Sell	6,330 -103	-2%	-$7.63K	0.02%	599
2025 Q4	$459K	Sell	6,433 -2,935	-31%	-$211K	0.02%	602
2025 Q3	$688K	Sell	9,368 -3,754	-29%	-$274K	0.05%	317
2025 Q2	$956K	Sell	13,122 -3,052	-19%	-$221K	0.05%	359
2025 Q1	$1.16M	Buy	16,174 +32	+0.2%	+$2.31K	0.05%	358
2024 Q4	$1.13M	Sell	16,142 -1,289	-7%	-$93K	0.04%	384
2024 Q3	$1.25M	Sell	17,431 -27,553	-61%	-$1.89M	0.05%	330
2024 Q2	$2.92M	Buy	44,984 +387	+0.9%	+$25.1K	0.11%	186
2024 Q1	$2.86M	Buy	44,597 +20,676	+86%	+$1.32M	0.12%	185
2023 Q4	$1.51M	Sell	23,921 -30,678	-56%	-$1.85M	0.08%	214
2023 Q3	$3.22M	Buy	54,599 +14,507	+36%	+$897K	0.16%	127
2023 Q2	$2.49M	Sell	40,092 -14,960	-27%	-$937K	0.32%	65
2023 Q1	$3.46M	Sell	55,052 -6,142	-10%	-$384K	0.17%	115
2022 Q4	$3.91M	Buy	61,194 +1,802	+3%	+$112K	0.18%	114
2022 Q3	$3.44M	Buy	59,392 +1,119	+2%	+$70.8K	0.21%	106
2022 Q2	$3.61M	Buy	58,273 +1,189	+2%	+$76.9K	0.21%	107
2022 Q1	$3.83M	Buy	57,084 +725	+1%	+$47.2K	0.14%	119
2021 Q4	$3.87M	Buy	+56,359	New	+$3.63M	0.14%	119

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

Ameritas Advisory Services's SPLV Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.6% in Q1 2026, selling an estimated $7.63K and leaving 6,330 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #599.

Ameritas Advisory Services first reported a position in SPLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.91M in Q4 2022. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Ameritas Advisory Services held 6,330 shares of Invesco S&P 500 Low Volatility ETF worth $463K as of Q1 2026.
Ameritas Advisory Services sold 103 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $7.63K.
Invesco S&P 500 Low Volatility ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #599 holding.
Ameritas Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $3.91M in Q4 2022.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.