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 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

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

Creekside Partners's SPLV Position: Q2 2026 in Review

Creekside Partners reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.9% in Q2 2026, selling an estimated $19.3K and leaving 6,380 shares worth $478K. The position accounts for 0.17% of the portfolio, ranked #115.

Creekside Partners first reported a position in SPLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $511K in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Creekside Partners held 6,380 shares of Invesco S&P 500 Low Volatility ETF worth $478K as of Q2 2026.
Creekside Partners sold 262 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $19.3K.
Invesco S&P 500 Low Volatility ETF made up 0.17% of Creekside Partners's portfolio in Q2 2026, its #115 holding.
Creekside Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Creekside Partners's Invesco S&P 500 Low Volatility ETF position peaked at $511K in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.