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CRA Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

CRA Financial Services’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
Q2 		$292K Sell
3,895
-410
-10% -$30.2K 0.03% 260
2026
Q1 		$315K Hold
4,305
– – 0.04% 238
2025
Q4 		$307K Hold
4,305
– – 0.04% 231
2025
Q3 		$316K Hold
4,305
– – 0.04% 227
2025
Q2 		$314K Hold
4,305
– – 0.05% 215
2025
Q1 		$322K Buy
4,305
+4
+0.1% +$289 0.06% 200
2024
Q4 		$301K Buy
4,301
+4
+0.1% +$289 0.05% 202
2024
Q3 		$308K Buy
4,297
+5
+0.1% +$343 0.06% 194
2024
Q2 		$279K Buy
4,292
+5
+0.1% +$324 0.06% 193
2024
Q1 		$282K Buy
4,287
+6
+0.1% +$383 0.06% 191
2023
Q4 		$268K Buy
4,281
+6
+0.1% +$361 0.07% 179
2023
Q3 		$251K Buy
4,275
+7
+0.2% +$433 0.07% 173
2023
Q2 		$268K Buy
4,268
+5
+0.1% +$313 0.07% 163
2023
Q1 		$266K Buy
4,263
+6
+0.1% +$375 0.08% 158
2022
Q4 		$272K Buy
4,257
+5
+0.1% +$310 0.09% 159
2022
Q3 		$246K Sell
4,252
-943
-18% -$59.6K 0.09% 160
2022
Q2 		$322K Buy
5,195
+5
+0.1% +$323 0.11% 144
2022
Q1 		$348K Hold
5,190
– – 0.1% 134
2021
Q4 		$356K Hold
5,190
– – 0.11% 137
2021
Q3 		$316K Sell
5,190
-500
-9% -$31.5K 0.11% 139
2021
Q2 		$347K Hold
5,690
– – 0.12% 126
2021
Q1 		$331K Hold
5,690
– – 0.13% 117
2020
Q4 		$320K Hold
5,690
– – 0.13% 114
2020
Q3 		$305K Buy
5,690
+240
+4% +$12.7K 0.15% 108
2020
Q2 		$271K Sell
5,450
-800
-13% -$39.3K 0.14% 109
2020
Q1 		$293K Hold
6,250
– – 0.19% 102
2019
Q4 		$365K Sell
6,250
-42
-0.7% -$2.41K 0.2% 99
2019
Q3 		$364K Hold
6,292
– – 0.22% 92
2019
Q2 		$346K Buy
6,292
+360
+6% +$19.4K 0.21% 96
2019
Q1 		$312K Hold
5,932
– – 0.2% 104
2018
Q4 		$277K Buy
+5,932
New +$288K 0.2% 107

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CRA Financial Services's SPLV Position: Q2 2026 in Review

CRA Financial Services reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 9.5% in Q2 2026, selling an estimated $30.2K and leaving 3,895 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #260.

CRA Financial Services first reported a position in SPLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $365K in Q4 2019. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • CRA Financial Services held 3,895 shares of Invesco S&P 500 Low Volatility ETF worth $292K as of Q2 2026.
  • CRA Financial Services sold 410 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $30.2K.
  • Invesco S&P 500 Low Volatility ETF made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #260 holding.
  • CRA Financial Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's Invesco S&P 500 Low Volatility ETF position peaked at $365K in Q4 2019.
  • 760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.