BH
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Burk Holdings’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Burk Holdings’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 		$200K Buy
+2,732
New +$202K 0.09% 75
2025
Q4 		– Sell
-3,732
Closed -$274K – 80
2025
Q3 		$274K Buy
+3,732
New +$273K 0.15% 59

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

Burk Holdings's SPLV Position: Q1 2026 in Review

Burk Holdings opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026: 2,732 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #75 among its holdings. This is a return to the name: Burk Holdings previously reported a position in SPLV as recently as Q3 2025.

Burk Holdings first reported a position in SPLV in Q3 2025 and has held it in 2 quarters since. The position peaked at $274K in Q3 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Burk Holdings held 2,732 shares of Invesco S&P 500 Low Volatility ETF worth $200K as of Q1 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Burk Holdings position in Q1 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.09% of Burk Holdings's portfolio in Q1 2026, its #75 holding.
  • Burk Holdings first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2025 and has held it in 2 quarters since.
  • Burk Holdings's Invesco S&P 500 Low Volatility ETF position peaked at $274K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.