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Bell Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Bell Investment 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 		$11.5M Sell
157,085
-5,890
-4% -$436K 1.8% 13
2025
Q4 		$11.6M Sell
162,975
-1,047
-0.6% -$75.3K 1.84% 13
2025
Q3 		$12.1M Buy
164,022
+2,826
+2% +$207K 1.97% 13
2025
Q2 		$11.7M Buy
161,196
+9,609
+6% +$696K 2.02% 13
2025
Q1 		$11.3M Sell
151,587
-569
-0.4% -$41.1K 2.09% 12
2024
Q4 		$10.7M Sell
152,156
-1,394
-0.9% -$101K 1.99% 12
2024
Q3 		$11M Buy
153,550
+3,706
+2% +$255K 2.02% 12
2024
Q2 		$9.73M Sell
149,844
-1,652
-1% -$107K 1.91% 12
2024
Q1 		$9.98M Sell
151,496
-2,393
-2% -$153K 1.95% 12
2023
Q4 		$9.64M Sell
153,889
-23,282
-13% -$1.4M 1.98% 13
2023
Q3 		$10.4M Sell
177,171
-12,335
-7% -$762K 2.33% 13
2023
Q2 		$11.9M Sell
189,506
-9,398
-5% -$588K 2.64% 13
2023
Q1 		$12.4M Sell
198,904
-6,805
-3% -$425K 2.9% 13
2022
Q4 		$13.1M Buy
205,709
+8,831
+4% +$548K 3.27% 10
2022
Q3 		$11.4M Buy
196,878
+2,430
+1% +$154K 3.54% 9
2022
Q2 		$12.1M Buy
+194,448
New +$12.6M 3.7% 8
2021
Q4 		$14.2M Buy
206,928
+476
+0.2% +$30.6K 3.9% 8
2021
Q3 		$12.6M Buy
+206,452
New +$13M 3.72% 8

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

Bell Investment Advisors's SPLV Position: Q1 2026 in Review

Bell Investment Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.6% in Q1 2026, selling an estimated $436K and leaving 157,085 shares worth $11.5M. The position accounts for 1.8% of the portfolio, ranked #13.

Bell Investment Advisors first reported a position in SPLV in Q3 2021 and has held it in 18 quarters since. The position peaked at $14.2M in Q4 2021. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Bell Investment Advisors held 157,085 shares of Invesco S&P 500 Low Volatility ETF worth $11.5M as of Q1 2026.
  • Bell Investment Advisors sold 5,890 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $436K.
  • Invesco S&P 500 Low Volatility ETF made up 1.8% of Bell Investment Advisors's portfolio in Q1 2026, its #13 holding.
  • Bell Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $14.2M in Q4 2021.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.