CPL
SPLV icon

Capital & Planning LLC’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Capital & Planning 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
Q2 		– Sell
-204
Closed -$14.9K – 142
2026
Q1 		$14.9K Buy
+204
New +$15.1K 0.01% 86
2025
Q1 		– Sell
-217
Closed -$15.2K – 158
2024
Q4 		$15.2K Buy
+217
New +$15.7K 0.01% 80

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital & Planning LLC's SPLV Position: Q2 2026 in Review

Capital & Planning LLC sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 204 shares — an estimated $14.9K sold.

Capital & Planning LLC first reported a position in SPLV in Q4 2024 and held it in 2 quarters. The position peaked at $15.2K in Q4 2024. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Capital & Planning LLC reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 204 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $14.9K.
  • Capital & Planning LLC first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Invesco S&P 500 Low Volatility ETF position peaked at $15.2K in Q4 2024.
  • 760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.