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

Creekside 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 Q3	$450K	Hold	6,380	–	–	0.17%	118
2026 Q2	$478K	Sell	6,380 -262	-4%	-$19.3K	0.17%	115
2026 Q1	$486K	Hold	6,642	–	–	0.2%	106
2025 Q4	$474K	Hold	6,642	–	–	0.2%	104
2025 Q3	$488K	Sell	6,642 -200	-3%	-$14.6K	0.22%	101
2025 Q2	$498K	Hold	6,842	–	–	0.24%	92
2025 Q1	$511K	Hold	6,842	–	–	0.27%	86
2024 Q4	$479K	Hold	6,842	–	–	0.25%	93
2024 Q3	$491K	Hold	6,842	–	–	0.25%	91
2024 Q2	$444K	Buy	+6,842	New	+$443K	0.25%	94

Other funds holding SPLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creekside Partners's SPLV Position: Q3 2026 in Review

Creekside Partners held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2026 at 6,380 shares worth $450K. The position accounts for 0.17% of the portfolio, ranked #118.

Creekside Partners first reported a position in SPLV in Q2 2024 and has held it in 10 quarters since. The position peaked at $511K in Q1 2025. 445 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Creekside Partners held 6,380 shares of Invesco S&P 500 Low Volatility ETF worth $450K as of Q3 2026.
Creekside Partners left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up 0.17% of Creekside Partners's portfolio in Q3 2026, its #118 holding.
Creekside Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 10 quarters since.
Creekside Partners's Invesco S&P 500 Low Volatility ETF position peaked at $511K in Q1 2025.
445 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Creekside Partners's 13F filing for Q3 2026, filed 4 Nov 2026.