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Boreal Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Boreal Capital Management’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 		– Sell
-3,407
Closed -$243K – 522
2025
Q4 		$243K Hold
3,407
– – 0.18% 116
2025
Q3 		$250K Hold
3,407
– – 0.2% 113
2025
Q2 		$248K Buy
+3,407
New +$247K 0.2% 116

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Boreal Capital Management's SPLV Position: Q1 2026 in Review

Boreal Capital Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 3,407 shares — an estimated $243K sold.

Boreal Capital Management first reported a position in SPLV in Q2 2025 and held it in 3 quarters. The position peaked at $250K in Q3 2025. 758 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Boreal Capital Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 3,407 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $243K.
  • Boreal Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and held it in 3 quarters.
  • Boreal Capital Management's Invesco S&P 500 Low Volatility ETF position peaked at $250K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.