CFO4Life Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $505K | Buy |
6,900
+8
| +0.1% | +$593 | 0.08% | 122 |
|
|
2025
Q4 | $492K | Buy |
6,892
+8
| +0.1% | +$575 | 0.07% | 124 |
|
|
2025
Q3 | $506K | Buy |
6,884
+437
| +7% | +$31.9K | 0.07% | 127 |
|
|
2025
Q2 | $469K | Buy |
6,447
+7
| +0.1% | +$507 | 0.07% | 126 |
|
|
2025
Q1 | $481K | Buy |
6,440
+6
| +0.1% | +$433 | 0.08% | 123 |
|
|
2024
Q4 | $450K | Buy |
6,434
+6
| +0.1% | +$433 | 0.08% | 121 |
|
|
2024
Q3 | $461K | Buy |
6,428
+7
| +0.1% | +$481 | 0.08% | 125 |
|
|
2024
Q2 | $417K | Buy |
6,421
+7
| +0.1% | +$453 | 0.08% | 124 |
|
|
2024
Q1 | $422K | Buy |
6,414
+1,404
| +28% | +$89.5K | 0.08% | 125 |
|
|
2023
Q4 | $314K | Buy |
5,010
+28
| +0.6% | +$1.69K | 0.06% | 138 |
|
|
2023
Q3 | $293K | Sell |
4,982
-688
| -12% | -$42.5K | 0.07% | 124 |
|
|
2023
Q2 | $356K | Buy |
5,670
+27
| +0.5% | +$1.69K | 0.08% | 120 |
|
|
2023
Q1 | $352K | Buy |
5,643
+1,027
| +22% | +$64.2K | 0.08% | 116 |
|
|
2022
Q4 | $295K | Buy |
4,616
+25
| +0.5% | +$1.55K | 0.06% | 131 |
|
|
2022
Q3 | $266K | Buy |
4,591
+25
| +0.5% | +$1.58K | 0.07% | 112 |
|
|
2022
Q2 | $278K | Buy |
4,566
+23
| +0.5% | +$1.49K | 0.07% | 117 |
|
|
2022
Q1 | $305K | Buy |
4,543
+23
| +0.5% | +$1.5K | 0.06% | 119 |
|
|
2021
Q4 | $310K | Buy |
4,520
+20
| +0.4% | +$1.29K | 0.06% | 117 |
|
|
2021
Q3 | $274K | Sell |
4,500
-4,359
| -49% | -$275K | 0.06% | 117 |
|
|
2021
Q2 | $540K | Buy |
8,859
+36
| +0.4% | +$2.18K | 0.12% | 85 |
|
|
2021
Q1 | $513K | Buy |
8,823
+37
| +0.4% | +$2.08K | 0.13% | 85 |
|
|
2020
Q4 | $494K | Buy |
8,786
+36
| +0.4% | +$1.98K | 0.14% | 79 |
|
|
2020
Q3 | $469K | Sell |
8,750
-634
| -7% | -$33.6K | 0.16% | 70 |
|
|
2020
Q2 | $466K | Hold |
9,384
| – | – | 0.18% | 60 |
|
|
2020
Q1 | $440K | Hold |
9,384
| – | – | 0.24% | 58 |
|
|
2019
Q4 | $547K | Hold |
9,384
| – | – | 0.23% | 62 |
|
|
2019
Q3 | $543K | Buy |
9,384
+634
| +7% | +$35.8K | 0.24% | 60 |
|
|
2019
Q2 | $481K | Hold |
8,750
| – | – | 0.22% | 70 |
|
|
2019
Q1 | $461K | Hold |
8,750
| – | – | 0.22% | 72 |
|
|
2018
Q4 | $408K | Hold |
8,750
| – | – | 0.18% | 76 |
|
|
2018
Q3 | $433K | Hold |
8,750
| – | – | 0.19% | 81 |
|
|
2018
Q2 | $415K | Hold |
8,750
| – | – | 0.17% | 85 |
|
|
2018
Q1 | $411K | Hold |
8,750
| – | – | 0.35% | 51 |
|
|
2017
Q4 | $418K | Hold |
8,750
| – | – | 0.33% | 52 |
|
|
2017
Q3 | $401K | Buy |
+8,750
| New | +$397K | 0.32% | 55 |
|
Other funds holding SPLV
CFO4Life Group's SPLV Position: Q1 2026 in Review
CFO4Life Group increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.12% in Q1 2026, buying an estimated $593 and bringing the position to 6,900 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #122.
CFO4Life Group first reported a position in SPLV in Q3 2017 and has held it in 35 quarters since. The position peaked at $547K in Q4 2019. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.
- CFO4Life Group held 6,900 shares of Invesco S&P 500 Low Volatility ETF worth $505K as of Q1 2026.
- CFO4Life Group bought 8 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $593.
- Invesco S&P 500 Low Volatility ETF made up 0.08% of CFO4Life Group's portfolio in Q1 2026, its #122 holding.
- CFO4Life Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2017 and has held it in 35 quarters since.
- CFO4Life Group's Invesco S&P 500 Low Volatility ETF position peaked at $547K in Q4 2019.
- 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.
Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.