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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creekside Partners's SPLV Position: Q1 2026 in Review

Creekside Partners held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 6,642 shares worth $486K. The position accounts for 0.2% of the portfolio, ranked #106.

Creekside Partners first reported a position in SPLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $511K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Creekside Partners held 6,642 shares of Invesco S&P 500 Low Volatility ETF worth $486K as of Q1 2026.
Creekside Partners left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.2% of Creekside Partners's portfolio in Q1 2026, its #106 holding.
Creekside Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 8 quarters since.
Creekside Partners's Invesco S&P 500 Low Volatility ETF position peaked at $511K in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.