Brooklyn Investment Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Brooklyn Investment Group’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	$913K	Sell	12,490 -3,165	-20%	-$234K	0.03%	619
2025 Q4	$1.13M	Buy	15,655 +12,573	+408%	+$904K	0.05%	307
2025 Q3	$223K	Hold	3,082	–	–	0.03%	543
2025 Q2	$224K	Buy	3,082 +2,991	+3,287%	+$217K	0.03%	556
2025 Q1	$6.8K	Buy	+91	New	+$6.57K	﹤0.01%	1694

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brooklyn Investment Group's SPLV Position: Q1 2026 in Review

Brooklyn Investment Group reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 20% in Q1 2026, selling an estimated $234K and leaving 12,490 shares worth $913K. The position accounts for 0.03% of the portfolio, ranked #619.

Brooklyn Investment Group first reported a position in SPLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2025. 759 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Brooklyn Investment Group held 12,490 shares of Invesco S&P 500 Low Volatility ETF worth $913K as of Q1 2026.
Brooklyn Investment Group sold 3,165 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $234K.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #619 holding.
Brooklyn Investment Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 5 quarters since.
Brooklyn Investment Group's Invesco S&P 500 Low Volatility ETF position peaked at $1.13M in Q4 2025.
759 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.