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Beacon Pointe Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Beacon Pointe 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 		$1.97M Buy
26,988
+6,126
+29% +$454K 0.01% 740
2025
Q4 		$1.49M Buy
20,862
+355
+2% +$25.5K 0.01% 703
2025
Q3 		$1.51M Buy
20,507
+1,639
+9% +$120K 0.01% 614
2025
Q2 		$1.37M Buy
18,868
+227
+1% +$16.4K 0.01% 576
2025
Q1 		$1.39M Sell
18,641
-52
-0.3% -$3.76K 0.02% 554
2024
Q4 		$1.31M Buy
18,693
+431
+2% +$31.1K 0.01% 570
2024
Q3 		$1.31M Sell
18,262
-305
-2% -$20.9K 0.02% 563
2024
Q2 		$1.21M Sell
18,567
-1,082
-6% -$70.1K 0.01% 592
2024
Q1 		$1.29M Buy
19,649
+465
+2% +$29.6K 0.01% 609
2023
Q4 		$1.2M Sell
19,184
-1,852
-9% -$111K 0.01% 612
2023
Q3 		$1.24M Buy
21,036
+1,386
+7% +$85.7K 0.02% 567
2023
Q2 		$1.23M Buy
19,650
+846
+4% +$53K 0.02% 476
2023
Q1 		$1.17M Buy
18,804
+325
+2% +$20.3K 0.02% 500
2022
Q4 		$1.18M Buy
18,479
+1,255
+7% +$77.9K 0.02% 473
2022
Q3 		$997K Buy
17,224
+819
+5% +$51.8K 0.02% 462
2022
Q2 		$1.02M Sell
16,405
-2,176
-12% -$141K 0.02% 465
2022
Q1 		$1.25M Buy
18,581
+13,818
+290% +$899K 0.02% 559
2021
Q4 		$327K Buy
+4,763
New +$307K 0.01% 696
2021
Q3 		– Sell
-5,808
Closed -$354K – 968
2021
Q2 		$354K Buy
+5,808
New +$352K 0.01% 607

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

Beacon Pointe Advisors's SPLV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 29% in Q1 2026, buying an estimated $454K and bringing the position to 26,988 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #740.

Beacon Pointe Advisors first reported a position in SPLV in Q2 2021 and has held it in 19 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Beacon Pointe Advisors held 26,988 shares of Invesco S&P 500 Low Volatility ETF worth $1.97M as of Q1 2026.
  • Beacon Pointe Advisors bought 6,126 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $454K.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #740 holding.
  • Beacon Pointe Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2021 and has held it in 19 quarters since.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.