Apriem Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $212K | Sell |
2,900
-100
| -3% | -$7.41K | 0.02% | 178 |
|
|
2025
Q4 | $214K | Hold |
3,000
| – | – | 0.02% | 176 |
|
|
2025
Q3 | $220K | Sell |
3,000
-155
| -5% | -$11.3K | 0.02% | 178 |
|
|
2025
Q2 | $230K | Buy |
3,155
+155
| +5% | +$11.2K | 0.02% | 173 |
|
|
2025
Q1 | $224K | Sell |
3,000
-18
| -0.6% | -$1.3K | 0.03% | 168 |
|
|
2024
Q4 | $211K | Sell |
3,018
-300
| -9% | -$21.6K | 0.02% | 178 |
|
|
2024
Q3 | $238K | Hold |
3,318
| – | – | 0.03% | 158 |
|
|
2024
Q2 | $216K | Sell |
3,318
-100
| -3% | -$6.47K | 0.03% | 162 |
|
|
2024
Q1 | $225K | Hold |
3,418
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $214K | Sell |
3,418
-200
| -6% | -$12K | 0.03% | 143 |
|
|
2023
Q3 | $213K | Hold |
3,618
| – | – | 0.03% | 133 |
|
|
2023
Q2 | $227K | Hold |
3,618
| – | – | 0.03% | 130 |
|
|
2023
Q1 | $226K | Hold |
3,618
| – | – | 0.04% | 135 |
|
|
2022
Q4 | $231K | Hold |
3,618
| – | – | 0.04% | 131 |
|
|
2022
Q3 | $209K | Sell |
3,618
-12
| -0.3% | -$759 | 0.04% | 129 |
|
|
2022
Q2 | $225K | Hold |
3,630
| – | – | 0.04% | 124 |
|
|
2022
Q1 | $244K | Hold |
3,630
| – | – | 0.04% | 127 |
|
|
2021
Q4 | $249K | Hold |
3,630
| – | – | 0.04% | 130 |
|
|
2021
Q3 | $221K | Hold |
3,630
| – | – | 0.03% | 139 |
|
|
2021
Q2 | $221K | Hold |
3,630
| – | – | 0.03% | 143 |
|
|
2021
Q1 | $211K | Sell |
3,630
-110
| -3% | -$6.18K | 0.03% | 136 |
|
|
2020
Q4 | $210K | Buy |
+3,740
| New | +$205K | 0.04% | 124 |
|
|
2020
Q1 | – | Sell |
-3,600
| Closed | -$210K | – | 135 |
|
|
2019
Q4 | $210K | Buy |
+3,600
| New | +$207K | 0.04% | 126 |
|
|
2019
Q1 | – | Sell |
-484,365
| Closed | -$22.6M | – | 140 |
|
|
2018
Q4 | $22.6M | Buy |
484,365
+25,919
| +6% | +$1.26M | 7.95% | 2 |
|
|
2018
Q3 | $22.7M | Buy |
458,446
+458,197
| +184,015% | +$22.5M | 4.97% | 4 |
|
|
2018
Q2 | $12K | Buy |
+249
| New | +$11.7K | ﹤0.01% | 405 |
|
|
2017
Q2 | – | Sell |
-249
| Closed | -$11K | – | 480 |
|
|
2017
Q1 | $11K | Hold |
249
| – | – | ﹤0.01% | 414 |
|
|
2016
Q4 | $10K | Sell |
249
-400
| -62% | -$16.3K | ﹤0.01% | 440 |
|
|
2016
Q3 | $27K | Buy |
649
+13
| +2% | +$550 | 0.01% | 288 |
|
|
2016
Q2 | $27K | Buy |
636
+61
| +11% | +$2.48K | 0.01% | 297 |
|
|
2016
Q1 | $23K | Buy |
575
+175
| +44% | +$6.67K | 0.01% | 291 |
|
|
2015
Q4 | $15K | Hold |
400
| – | – | 0.01% | 334 |
|
|
2015
Q3 | $14K | Hold |
400
| – | – | 0.01% | 329 |
|
|
2015
Q2 | $15K | Sell |
400
-319
| -44% | -$12K | 0.01% | 360 |
|
|
2015
Q1 | $27K | Sell |
719
-75
| -9% | -$2.86K | 0.01% | 278 |
|
|
2014
Q4 | $30K | Buy |
794
+219
| +38% | +$8.02K | 0.01% | 241 |
|
|
2014
Q3 | $20K | Buy |
+575
| New | +$20.1K | 0.01% | 304 |
|
Other funds holding SPLV
Apriem Advisors's SPLV Position: Q1 2026 in Review
Apriem Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.3% in Q1 2026, selling an estimated $7.41K and leaving 2,900 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #178.
Apriem Advisors first reported a position in SPLV in Q3 2014 and has held it in 37 quarters since. The position peaked at $22.7M in Q3 2018. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.
- Apriem Advisors held 2,900 shares of Invesco S&P 500 Low Volatility ETF worth $212K as of Q1 2026.
- Apriem Advisors sold 100 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $7.41K.
- Invesco S&P 500 Low Volatility ETF made up 0.02% of Apriem Advisors's portfolio in Q1 2026, its #178 holding.
- Apriem Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2014 and has held it in 37 quarters since.
- Apriem Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $22.7M in Q3 2018.
- 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.
Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.