Atlas Legacy Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Atlas Legacy 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	$308K	Hold	4,211	–	–	0.06%	168
2025 Q4	$301K	Sell	4,211 -83	-2%	-$5.97K	0.05%	171
2025 Q3	$316K	Sell	4,294 -2	-0%	-$146	0.06%	162
2025 Q2	$313K	Sell	4,296 -125	-3%	-$9.05K	0.07%	144
2025 Q1	$330K	Sell	4,421 -36	-0.8%	-$2.6K	0.08%	140
2024 Q4	$312K	Buy	+4,457	New	+$322K	0.08%	138

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

Atlas Legacy Advisors's SPLV Position: Q1 2026 in Review

Atlas Legacy Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 4,211 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #168.

Atlas Legacy Advisors first reported a position in SPLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Atlas Legacy Advisors held 4,211 shares of Invesco S&P 500 Low Volatility ETF worth $308K as of Q1 2026.
Atlas Legacy Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.06% of Atlas Legacy Advisors's portfolio in Q1 2026, its #168 holding.
Atlas Legacy Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 6 quarters since.
Atlas Legacy Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $330K in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.