Arrowroot Family Office’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Arrowroot Family Office’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	$845K	Buy	11,556 +15	+0.1%	+$1.11K	0.28%	77
2025 Q4	$824K	Buy	11,541 +42	+0.4%	+$3.02K	0.3%	68
2025 Q3	$845K	Buy	11,499 +371	+3%	+$27.1K	0.34%	67
2025 Q2	$810K	Buy	+11,128	New	+$805K	0.36%	64
2024 Q4	$868K	Buy	12,397 +761	+7%	+$54.9K	0.45%	55
2024 Q3	$835K	Buy	11,636 +5,836	+101%	+$401K	0.49%	50
2024 Q2	$377K	Sell	5,800 -4,595	-44%	-$298K	0.24%	87
2024 Q1	$685K	Sell	10,395 -1,820	-15%	-$116K	0.44%	62
2023 Q4	$765K	Sell	12,215 -3,548	-23%	-$214K	0.54%	51
2023 Q3	$927K	Sell	15,763 -6,137	-28%	-$379K	0.73%	41
2023 Q2	$1.38M	Buy	21,900 +3,946	+22%	+$247K	1.04%	32
2023 Q1	$1.12M	Buy	+17,954	New	+$1.12M	0.96%	33

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 $79.5B AUM 27.1% 1-Year Est. Return

Arrowroot Family Office's SPLV Position: Q1 2026 in Review

Arrowroot Family Office increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.13% in Q1 2026, buying an estimated $1.11K and bringing the position to 11,556 shares worth $845K. The position accounts for 0.28% of the portfolio, ranked #77.

Arrowroot Family Office first reported a position in SPLV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q2 2023. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Arrowroot Family Office held 11,556 shares of Invesco S&P 500 Low Volatility ETF worth $845K as of Q1 2026.
Arrowroot Family Office bought 15 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $1.11K.
Invesco S&P 500 Low Volatility ETF made up 0.28% of Arrowroot Family Office's portfolio in Q1 2026, its #77 holding.
Arrowroot Family Office first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's Invesco S&P 500 Low Volatility ETF position peaked at $1.38M in Q2 2023.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.