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Arkadios Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Arkadios Wealth Advisors’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 		$2.94M Sell
40,252
-568
-1% -$42.1K 0.05% 392
2025
Q4 		$2.92M Sell
40,820
-2,303
-5% -$166K 0.06% 339
2025
Q3 		$3.17M Sell
43,123
-1,737
-4% -$127K 0.08% 276
2025
Q2 		$3.27M Sell
44,860
-397
-0.9% -$28.7K 0.1% 225
2025
Q1 		$3.38M Buy
45,257
+29,895
+195% +$2.16M 0.13% 183
2024
Q4 		$1.08M Buy
15,362
+4,096
+36% +$295K 0.06% 313
2024
Q3 		$808K Buy
11,266
+34
+0.3% +$2.33K 0.05% 381
2024
Q2 		$730K Buy
11,232
+1,043
+10% +$67.5K 0.05% 354
2024
Q1 		$671K Buy
10,189
+1,158
+13% +$73.8K 0.05% 322
2023
Q4 		$566K Sell
9,031
-1,094
-11% -$65.9K 0.05% 335
2023
Q3 		$595K Sell
10,125
-3,747
-27% -$232K 0.06% 298
2023
Q2 		$871K Sell
13,872
-111
-0.8% -$6.95K 0.1% 206
2023
Q1 		$873K Sell
13,983
-1,461
-9% -$91.3K 0.1% 208
2022
Q4 		$987K Buy
15,444
+331
+2% +$20.5K 0.13% 169
2022
Q3 		$874K Sell
15,113
-247
-2% -$15.6K 0.13% 177
2022
Q2 		$952K Sell
15,360
-364
-2% -$23.5K 0.14% 182
2022
Q1 		$1.05M Sell
15,724
-389
-2% -$25.3K 0.14% 178
2021
Q4 		$1.11M Buy
16,113
+1,853
+13% +$119K 0.15% 165
2021
Q3 		$867K Sell
14,260
-2,733
-16% -$172K 0.13% 186
2021
Q2 		$1.03M Buy
16,993
+1,816
+12% +$110K 0.13% 193
2021
Q1 		$882K Buy
15,177
+6,173
+69% +$347K 0.15% 169
2020
Q4 		$506K Buy
9,004
+2,875
+47% +$158K 0.11% 199
2020
Q3 		$339K Buy
6,129
+30
+0.5% +$1.59K 0.17% 131
2020
Q2 		$313K Buy
6,099
+39
+0.6% +$1.92K 0.17% 125
2020
Q1 		$284K Buy
6,060
+25
+0.4% +$1.4K 0.18% 122
2019
Q4 		$372K Buy
+6,035
New +$346K 0.22% 102

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arkadios Wealth Advisors's SPLV Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.4% in Q1 2026, selling an estimated $42.1K and leaving 40,252 shares worth $2.94M. The position accounts for 0.05% of the portfolio, ranked #392.

Arkadios Wealth Advisors first reported a position in SPLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.38M in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Arkadios Wealth Advisors held 40,252 shares of Invesco S&P 500 Low Volatility ETF worth $2.94M as of Q1 2026.
  • Arkadios Wealth Advisors sold 568 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $42.1K.
  • Invesco S&P 500 Low Volatility ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #392 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $3.38M in Q1 2025.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.