Creative Planning’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 | $10.6M | Buy |
144,672
+12,684
| +10% | +$940K | 0.01% | 668 |
|
|
2025
Q4 | $9.43M | Buy |
131,988
+3,178
| +2% | +$229K | 0.01% | 645 |
|
|
2025
Q3 | $9.46M | Buy |
128,810
+5,950
| +5% | +$435K | 0.01% | 588 |
|
|
2025
Q2 | $8.95M | Sell |
122,860
-7,624
| -6% | -$552K | 0.01% | 544 |
|
|
2025
Q1 | $9.75M | Buy |
130,484
+19,064
| +17% | +$1.38M | 0.01% | 490 |
|
|
2024
Q4 | $7.8M | Sell |
111,420
-351
| -0.3% | -$25.3K | 0.01% | 533 |
|
|
2024
Q3 | $8.02M | Buy |
111,771
+640
| +0.6% | +$44K | 0.01% | 507 |
|
|
2024
Q2 | $7.22M | Sell |
111,131
-255
| -0.2% | -$16.5K | 0.01% | 510 |
|
|
2024
Q1 | $7.34M | Sell |
111,386
-699
| -0.6% | -$44.6K | 0.01% | 491 |
|
|
2023
Q4 | $7.02M | Buy |
112,085
+11,558
| +11% | +$696K | 0.01% | 473 |
|
|
2023
Q3 | $5.91M | Buy |
100,527
+586
| +0.6% | +$36.2K | 0.01% | 480 |
|
|
2023
Q2 | $6.28M | Buy |
99,941
+1,136
| +1% | +$71.1K | 0.01% | 457 |
|
|
2023
Q1 | $6.17M | Buy |
98,805
+2,223
| +2% | +$139K | 0.01% | 449 |
|
|
2022
Q4 | $6.17M | Sell |
96,582
-14,908
| -13% | -$925K | 0.01% | 435 |
|
|
2022
Q3 | $6.45M | Sell |
111,490
-1,838
| -2% | -$116K | 0.01% | 390 |
|
|
2022
Q2 | $7.03M | Buy |
113,328
+10,990
| +11% | +$711K | 0.01% | 382 |
|
|
2022
Q1 | $6.87M | Buy |
102,338
+847
| +0.8% | +$55.1K | 0.01% | 383 |
|
|
2021
Q4 | $6.96M | Buy |
101,491
+28,841
| +40% | +$1.86M | 0.01% | 351 |
|
|
2021
Q3 | $4.42M | Sell |
72,650
-20,515
| -22% | -$1.29M | 0.01% | 446 |
|
|
2021
Q2 | $5.67M | Buy |
93,165
+29,577
| +47% | +$1.79M | 0.01% | 373 |
|
|
2021
Q1 | $3.7M | Buy |
63,588
+12,596
| +25% | +$708K | 0.01% | 487 |
|
|
2020
Q4 | $2.87M | Sell |
50,992
-6,430
| -11% | -$353K | 0.01% | 533 |
|
|
2020
Q3 | $3.08M | Buy |
57,422
+2,440
| +4% | +$129K | 0.01% | 426 |
|
|
2020
Q2 | $2.73M | Buy |
54,982
+19,439
| +55% | +$955K | 0.01% | 405 |
|
|
2020
Q1 | $1.67M | Sell |
35,543
-5,169
| -13% | -$289K | 0.01% | 481 |
|
|
2019
Q4 | $2.38M | Buy |
40,712
+624
| +2% | +$35.8K | 0.01% | 465 |
|
|
2019
Q3 | $2.32M | Sell |
40,088
-1,913
| -5% | -$108K | 0.01% | 450 |
|
|
2019
Q2 | $2.31M | Buy |
42,001
+8,713
| +26% | +$469K | 0.01% | 459 |
|
|
2019
Q1 | $1.75M | Sell |
33,288
-997
| -3% | -$50K | 0.01% | 508 |
|
|
2018
Q4 | $1.6M | Sell |
34,285
-1,022
| -3% | -$49.6K | 0.01% | 478 |
|
|
2018
Q3 | $1.75M | Buy |
35,307
+3,164
| +10% | +$156K | 0.01% | 522 |
|
|
2018
Q2 | $1.52M | Buy |
32,143
+5,124
| +19% | +$240K | 0.01% | 546 |
|
|
2018
Q1 | $1.27M | Buy |
27,019
+3,450
| +15% | +$163K | 0.01% | 613 |
|
|
2017
Q4 | $1.13M | Buy |
23,569
+4,876
| +26% | +$230K | ﹤0.01% | 673 |
|
|
2017
Q3 | $856K | Sell |
18,693
-10,009
| -35% | -$454K | ﹤0.01% | 793 |
|
|
2017
Q2 | $1.28M | Buy |
28,702
+792
| +3% | +$35.1K | 0.01% | 583 |
|
|
2017
Q1 | $1.21M | Buy |
27,910
+489
| +2% | +$20.9K | 0.01% | 599 |
|
|
2016
Q4 | $1.14M | Buy |
27,421
+1,320
| +5% | +$53.8K | 0.01% | 576 |
|
|
2016
Q3 | $1.08M | Buy |
26,101
+1,577
| +6% | +$66.7K | 0.01% | 569 |
|
|
2016
Q2 | $1.05M | Buy |
24,524
+1,750
| +8% | +$71.1K | 0.01% | 509 |
|
|
2016
Q1 | $918K | Buy |
22,774
+3,622
| +19% | +$138K | 0.01% | 529 |
|
|
2015
Q4 | $739K | Buy |
19,152
+1,238
| +7% | +$47.2K | 0.01% | 605 |
|
|
2015
Q3 | $644K | Buy |
17,914
+780
| +5% | +$28.9K | 0.01% | 644 |
|
|
2015
Q2 | $628K | Sell |
17,134
-1,822
| -10% | -$68.3K | 0.01% | 603 |
|
|
2015
Q1 | $719K | Buy |
18,956
+6,273
| +49% | +$239K | 0.01% | 590 |
|
|
2014
Q4 | $481K | Sell |
12,683
-6,111
| -33% | -$224K | 0.01% | 711 |
|
|
2014
Q3 | $657K | Buy |
18,794
+7,449
| +66% | +$261K | 0.01% | 558 |
|
|
2014
Q2 | $404K | Sell |
11,345
-39
| -0.3% | -$1.35K | 0.01% | 725 |
|
|
2014
Q1 | $387K | Sell |
11,384
-95
| -0.8% | -$3.13K | 0.01% | 726 |
|
|
2013
Q4 | $381K | Buy |
11,479
+973
| +9% | +$31.6K | 0.01% | 601 |
|
|
2013
Q3 | $328K | Buy |
10,506
+3,117
| +42% | +$98.7K | 0.01% | 566 |
|
|
2013
Q2 | $230K | Buy |
+7,389
| New | +$233K | 0.01% | 638 |
|
Other funds holding SPLV
Creative Planning's SPLV Position: Q1 2026 in Review
Creative Planning increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 9.6% in Q1 2026, buying an estimated $940K and bringing the position to 144,672 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #668.
Creative Planning first reported a position in SPLV in Q2 2013 and has held it in 52 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.
- Creative Planning held 144,672 shares of Invesco S&P 500 Low Volatility ETF worth $10.6M as of Q1 2026.
- Creative Planning bought 12,684 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $940K.
- Invesco S&P 500 Low Volatility ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #668 holding.
- Creative Planning first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and has held it in 52 quarters since.
- 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.