Cardiff Park Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Cardiff Park Advisors’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	$733K	Buy	+10,028	New	+$743K	0.06%	146
2025 Q4	–	Sell	-10,016	Closed	-$736K	–	390
2025 Q3	$736K	Buy	+10,016	New	+$732K	0.06%	150
2024 Q2	–	Sell	-9,986	Closed	-$658K	–	358
2024 Q1	$658K	Buy	+9,986	New	+$637K	0.06%	136

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cardiff Park Advisors's SPLV Position: Q1 2026 in Review

Cardiff Park Advisors opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026: 10,028 shares worth $733K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings. This is a return to the name: Cardiff Park Advisors previously reported a position in SPLV as recently as Q3 2025.

Cardiff Park Advisors first reported a position in SPLV in Q1 2024 and has held it in 3 quarters since. The position peaked at $736K in Q3 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Cardiff Park Advisors held 10,028 shares of Invesco S&P 500 Low Volatility ETF worth $733K as of Q1 2026.
Invesco S&P 500 Low Volatility ETF was a new Cardiff Park Advisors position in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.06% of Cardiff Park Advisors's portfolio in Q1 2026, its #146 holding.
Cardiff Park Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2024 and has held it in 3 quarters since.
Cardiff Park Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $736K in Q3 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.