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Clear Harbor Asset Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Clear Harbor Asset Management’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
2020
Q1 		– Sell
-12,000
Closed -$19.2K – 619
2019
Q4 		$19.2K Buy
+12,000
New +$688K ﹤0.01% 524

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 $79.5B AUM 27.1% 1-Year Est. Return

Clear Harbor Asset Management's SPLV Position: Q1 2026 in Review

Clear Harbor Asset Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 4.2% in Q1 2026, buying an estimated $106K and bringing the position to 35,955 shares worth $2.63M. The position accounts for 0.18% of the portfolio, ranked #107.

Clear Harbor Asset Management first reported a position in SPLV in Q1 2021 and has held it in 21 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Clear Harbor Asset Management held 35,955 shares of Invesco S&P 500 Low Volatility ETF worth $2.63M as of Q1 2026.
  • Clear Harbor Asset Management bought 1,436 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $106K.
  • Invesco S&P 500 Low Volatility ETF made up 0.18% of Clear Harbor Asset Management's portfolio in Q1 2026, its #107 holding.
  • Clear Harbor Asset Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2021 and has held it in 21 quarters since.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.