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 Q2	$940K	Buy	12,552 +996	+9%	+$73.4K	0.27%	76
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arrowroot Family Office's SPLV Position: Q2 2026 in Review

Arrowroot Family Office increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 8.6% in Q2 2026, buying an estimated $73.4K and bringing the position to 12,552 shares worth $940K. The position accounts for 0.27% of the portfolio, ranked #76.

Arrowroot Family Office first reported a position in SPLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q2 2023. 759 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Arrowroot Family Office held 12,552 shares of Invesco S&P 500 Low Volatility ETF worth $940K as of Q2 2026.
Arrowroot Family Office bought 996 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $73.4K.
Invesco S&P 500 Low Volatility ETF made up 0.27% of Arrowroot Family Office's portfolio in Q2 2026, its #76 holding.
Arrowroot Family Office first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's Invesco S&P 500 Low Volatility ETF position peaked at $1.38M in Q2 2023.
759 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.