Clearwater Capital Advisors’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 | $830K | Hold |
11,351
| – | – | 0.07% | 83 |
|
|
2025
Q4 | $811K | Hold |
11,351
| – | – | 0.07% | 85 |
|
|
2025
Q3 | $834K | Hold |
11,351
| – | – | 0.07% | 90 |
|
|
2025
Q2 | $827K | Hold |
11,351
| – | – | 0.08% | 86 |
|
|
2025
Q1 | $848K | Hold |
11,351
| – | – | 0.08% | 83 |
|
|
2024
Q4 | $795K | Hold |
11,351
| – | – | 0.08% | 86 |
|
|
2024
Q3 | $814K | Hold |
11,351
| – | – | 0.08% | 85 |
|
|
2024
Q2 | $737K | Hold |
11,351
| – | – | 0.08% | 79 |
|
|
2024
Q1 | $748K | Sell |
11,351
-201
| -2% | -$12.8K | 0.08% | 79 |
|
|
2023
Q4 | $724K | Hold |
11,552
| – | – | 0.08% | 76 |
|
|
2023
Q3 | $679K | Sell |
11,552
-294
| -2% | -$18.2K | 0.08% | 68 |
|
|
2023
Q2 | $744K | Sell |
11,846
-136
| -1% | -$8.52K | 0.09% | 72 |
|
|
2023
Q1 | $748K | Sell |
11,982
-2,305
| -16% | -$144K | 0.09% | 71 |
|
|
2022
Q4 | $913K | Hold |
14,287
| – | – | 0.12% | 72 |
|
|
2022
Q3 | $826K | Buy |
14,287
+36
| +0.3% | +$2.28K | 0.11% | 80 |
|
|
2022
Q2 | $884K | Hold |
14,251
| – | – | 0.12% | 74 |
|
|
2022
Q1 | $956K | Sell |
14,251
-880
| -6% | -$57.3K | 0.11% | 76 |
|
|
2021
Q4 | $1.04M | Hold |
15,131
| – | – | 0.11% | 78 |
|
|
2021
Q3 | $921K | Sell |
15,131
-66
| -0.4% | -$4.16K | 0.11% | 80 |
|
|
2021
Q2 | $926K | Hold |
15,197
| – | – | 0.11% | 83 |
|
|
2021
Q1 | $884K | Sell |
15,197
-64
| -0.4% | -$3.6K | 0.11% | 82 |
|
|
2020
Q4 | $858K | Sell |
15,261
-50
| -0.3% | -$2.75K | 0.11% | 80 |
|
|
2020
Q3 | $821K | Sell |
15,311
-421
| -3% | -$22.3K | 0.13% | 74 |
|
|
2020
Q2 | $782K | Sell |
15,732
-942
| -6% | -$46.3K | 0.13% | 77 |
|
|
2020
Q1 | $782K | Sell |
16,674
-1,500
| -8% | -$84K | 0.17% | 74 |
|
|
2019
Q4 | $1.06M | Sell |
18,174
-151
| -0.8% | -$8.66K | 0.18% | 87 |
|
|
2019
Q3 | $1.06M | Sell |
18,325
-34
| -0.2% | -$1.92K | 0.19% | 99 |
|
|
2019
Q2 | $1.01M | Sell |
18,359
-558
| -3% | -$30K | 0.18% | 111 |
|
|
2019
Q1 | $996K | Hold |
18,917
| – | – | 0.19% | 112 |
|
|
2018
Q4 | $882K | Hold |
18,917
| – | – | 0.19% | 113 |
|
|
2018
Q3 | $937K | Hold |
18,917
| – | – | 0.18% | 109 |
|
|
2018
Q2 | $897K | Hold |
18,917
| – | – | 0.18% | 103 |
|
|
2018
Q1 | $889K | Sell |
18,917
-100
| -0.5% | -$4.73K | 0.18% | 101 |
|
|
2017
Q4 | $908K | Hold |
19,017
| – | – | 0.2% | 99 |
|
|
2017
Q3 | $878K | Hold |
19,017
| – | – | 0.2% | 97 |
|
|
2017
Q2 | $849K | Hold |
19,017
| – | – | 0.22% | 92 |
|
|
2017
Q1 | $826K | Sell |
19,017
-2,634
| -12% | -$112K | 0.23% | 92 |
|
|
2016
Q4 | $901K | Buy |
21,651
+34
| +0.2% | +$1.39K | 0.31% | 79 |
|
|
2016
Q3 | $879K | Sell |
21,617
-119
| -0.5% | -$5.03K | 0.31% | 74 |
|
|
2016
Q2 | $934K | Buy |
+21,736
| New | +$883K | 0.34% | 70 |
|
Other funds holding SPLV
Clearwater Capital Advisors's SPLV Position: Q1 2026 in Review
Clearwater Capital Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 11,351 shares worth $830K. The position accounts for 0.07% of the portfolio, ranked #83.
Clearwater Capital Advisors first reported a position in SPLV in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.06M in Q3 2019. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.
- Clearwater Capital Advisors held 11,351 shares of Invesco S&P 500 Low Volatility ETF worth $830K as of Q1 2026.
- Clearwater Capital Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
- Invesco S&P 500 Low Volatility ETF made up 0.07% of Clearwater Capital Advisors's portfolio in Q1 2026, its #83 holding.
- Clearwater Capital Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2016 and has held it in 40 quarters since.
- Clearwater Capital Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.06M in Q3 2019.
- 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.
Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.