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 Q2	$1.53M	Buy	20,363 +8,542	+72%	+$629K	0.07%	226
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Financial Designs's SPLV Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 72% in Q2 2026, buying an estimated $629K and bringing the position to 20,363 shares worth $1.53M. The position accounts for 0.07% of the portfolio, ranked #226.

Creative Financial Designs first reported a position in SPLV in Q1 2017 and has held it in 27 quarters since. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Creative Financial Designs held 20,363 shares of Invesco S&P 500 Low Volatility ETF worth $1.53M as of Q2 2026.
Creative Financial Designs bought 8,542 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $629K.
Invesco S&P 500 Low Volatility ETF made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #226 holding.
Creative Financial Designs first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2017 and has held it in 27 quarters since.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.