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Concord Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Concord Wealth Partners’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 		– Sell
-123
Closed -$8.79K – 702
2025
Q4 		$8.79K Hold
123
– – ﹤0.01% 558
2025
Q3 		$9.04K Hold
123
– – ﹤0.01% 553
2025
Q2 		$8.96K Buy
+123
New +$8.9K ﹤0.01% 558

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 $71.6B AUM 21.08% 1-Year Est. Return

Concord Wealth Partners's SPLV Position: Q1 2026 in Review

Concord Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 123 shares — an estimated $8.79K sold.

Concord Wealth Partners first reported a position in SPLV in Q2 2025 and held it in 3 quarters. The position peaked at $9.04K in Q3 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Concord Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 123 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $8.79K.
  • Concord Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and held it in 3 quarters.
  • Concord Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $9.04K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.