CFD
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Creative Financial Designs’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Creative Financial Designs’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 		$865K Sell
11,821
-8,056
-41% -$597K 0.05% 247
2025
Q4 		$1.42M Sell
19,877
-526
-3% -$37.8K 0.09% 188
2025
Q3 		$1.5M Buy
20,403
+3,114
+18% +$228K 0.1% 175
2025
Q2 		$1.26M Buy
17,289
+4,343
+34% +$314K 0.09% 188
2025
Q1 		$967K Buy
12,946
+1,913
+17% +$138K 0.08% 200
2024
Q4 		$772K Buy
11,033
+1,349
+14% +$97.3K 0.06% 226
2024
Q3 		$695K Buy
9,684
+5,265
+119% +$362K 0.06% 239
2024
Q2 		$287K Buy
4,419
+217
+5% +$14.1K 0.03% 364
2024
Q1 		$277K Hold
4,202
– – 0.03% 349
2023
Q4 		$263K Buy
4,202
+1,854
+79% +$112K 0.03% 336
2023
Q3 		$138K Buy
2,348
+998
+74% +$61.7K 0.02% 430
2023
Q2 		$84.8K Sell
1,350
-41
-3% -$2.57K 0.01% 520
2023
Q1 		$86.8K Sell
1,391
-519
-27% -$32.4K 0.01% 486
2022
Q4 		$122K Hold
1,910
– – 0.02% 414
2022
Q3 		$110K Buy
1,910
+686
+56% +$43.4K 0.02% 421
2022
Q2 		$76K Sell
1,224
-662
-35% -$42.8K 0.01% 480
2022
Q1 		$127K Buy
1,886
+13
+0.7% +$846 0.02% 391
2021
Q4 		$129K Buy
1,873
+1,477
+373% +$95.1K 0.02% 389
2021
Q3 		$24K Hold
396
– – ﹤0.01% 817
2021
Q2 		$24K Hold
396
– – ﹤0.01% 803
2021
Q1 		$23K Hold
396
– – ﹤0.01% 754
2020
Q4 		$22K Buy
+396
New +$21.7K ﹤0.01% 697
2018
Q4 		– Sell
-94
Closed -$5K – 740
2018
Q3 		$5K Hold
94
– – ﹤0.01% 536
2018
Q2 		$4K Hold
94
– – ﹤0.01% 589
2018
Q1 		$4K Buy
+94
New +$4.45K ﹤0.01% 530
2017
Q2 		– Sell
-34
Closed -$1K – 833
2017
Q1 		$1K Buy
+34
New +$1.45K ﹤0.01% 674

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

Creative Financial Designs's SPLV Position: Q1 2026 in Review

Creative Financial Designs reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 41% in Q1 2026, selling an estimated $597K and leaving 11,821 shares worth $865K. The position accounts for 0.05% of the portfolio, ranked #247.

Creative Financial Designs first reported a position in SPLV in Q1 2017 and has held it in 26 quarters since. The position peaked at $1.5M in Q3 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Creative Financial Designs held 11,821 shares of Invesco S&P 500 Low Volatility ETF worth $865K as of Q1 2026.
  • Creative Financial Designs sold 8,056 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $597K.
  • Invesco S&P 500 Low Volatility ETF made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #247 holding.
  • Creative Financial Designs first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2017 and has held it in 26 quarters since.
  • Creative Financial Designs's Invesco S&P 500 Low Volatility ETF position peaked at $1.5M in Q3 2025.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.