BJL
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Brighton Jones LLC’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Brighton Jones LLC’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 		$898K Buy
+12,278
New +$910K 0.02% 492
2025
Q4 		– Sell
-12,272
Closed -$902K – 821
2025
Q3 		$902K Sell
12,272
-575
-4% -$42K 0.02% 427
2025
Q2 		$936K Sell
12,847
-50
-0.4% -$3.62K 0.03% 346
2025
Q1 		$964K Sell
12,897
-185
-1% -$13.4K 0.03% 271
2024
Q4 		$916K Buy
13,082
+922
+8% +$66.5K 0.03% 279
2024
Q3 		$872K Sell
12,160
-197
-2% -$13.5K 0.03% 231
2024
Q2 		$803K Buy
12,357
+9
+0.1% +$583 0.03% 262
2024
Q1 		$813K Buy
12,348
+1,185
+11% +$75.6K 0.03% 259
2023
Q4 		$699K Sell
11,163
-637
-5% -$38.3K 0.03% 257
2023
Q3 		$694K Buy
11,800
+651
+6% +$40.2K 0.04% 229
2023
Q2 		$700K Sell
11,149
-1,537
-12% -$96.2K 0.04% 245
2023
Q1 		$792K Buy
12,686
+3
+0% +$187 0.04% 210
2022
Q4 		$810K Buy
12,683
+1,292
+11% +$80.2K 0.05% 188
2022
Q3 		$659K Hold
11,391
– – 0.04% 205
2022
Q2 		$706K Hold
11,391
– – 0.04% 192
2022
Q1 		$764K Hold
11,391
– – 0.04% 212
2021
Q4 		$782K Buy
+11,391
New +$733K 0.04% 203

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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return

Brighton Jones LLC's SPLV Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026: 12,278 shares worth $898K. The stake represents 0.02% of the portfolio and ranks #492 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SPLV as recently as Q3 2025.

Brighton Jones LLC first reported a position in SPLV in Q4 2021 and has held it in 17 quarters since. The position peaked at $964K in Q1 2025. 756 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Brighton Jones LLC held 12,278 shares of Invesco S&P 500 Low Volatility ETF worth $898K as of Q1 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Brighton Jones LLC position in Q1 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #492 holding.
  • Brighton Jones LLC first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 17 quarters since.
  • Brighton Jones LLC's Invesco S&P 500 Low Volatility ETF position peaked at $964K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.