CFO
SPLV icon

CVA Family Office’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

CVA Family Office’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 		$162K Buy
2,163
+12
+0.6% +$884 0.01% 373
2026
Q1 		$157K Buy
2,151
+12
+0.6% +$889 0.02% 365
2025
Q4 		$153K Buy
2,139
+12
+0.6% +$863 0.02% 337
2025
Q3 		$156K Buy
2,127
+11
+0.5% +$804 0.02% 335
2025
Q2 		$154K Buy
2,116
+10
+0.5% +$724 0.02% 334
2025
Q1 		$157K Buy
2,106
+9
+0.4% +$650 0.02% 310
2024
Q4 		$147K Buy
2,097
+9
+0.4% +$649 0.02% 319
2024
Q3 		$150K Buy
2,088
+9
+0.4% +$618 0.02% 302
2024
Q2 		$135K Buy
2,079
+11
+0.5% +$712 0.02% 307
2024
Q1 		$136K Buy
2,068
+12
+0.6% +$765 0.02% 306
2023
Q4 		$129K Buy
+2,056
New +$124K 0.03% 298
2023
Q3 		– Sell
-2,029
Closed -$127K – 839
2023
Q2 		$127K Buy
2,029
+12
+0.6% +$751 0.03% 275
2023
Q1 		$126K Buy
2,017
+11
+0.5% +$687 0.03% 278
2022
Q4 		$128K Buy
2,006
+11
+0.6% +$682 0.03% 259
2022
Q3 		$115K Buy
1,995
+15
+0.8% +$949 0.03% 219
2022
Q2 		$123K Buy
1,980
+10
+0.5% +$647 0.03% 221
2022
Q1 		$132K Buy
1,970
+9
+0.5% +$586 0.03% 220
2021
Q4 		$135K Buy
1,961
+40
+2% +$2.58K 0.03% 202
2021
Q3 		$103K Sell
1,921
-23
-1% -$1.45K 0.07% 122
2021
Q2 		$118K Buy
1,944
+8
+0.4% +$485 0.03% 219
2021
Q1 		$113K Buy
1,936
+8
+0.4% +$450 0.04% 163
2020
Q4 		$108K Buy
1,928
+7
+0.4% +$384 0.07% 123
2020
Q3 		$103K Buy
1,921
+12
+0.6% +$637 0.07% 122
2020
Q2 		$95K Buy
1,909
+14
+0.7% +$688 0.08% 117
2020
Q1 		$89K Buy
+1,895
New +$106K 0.09% 105

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CVA Family Office's SPLV Position: Q2 2026 in Review

CVA Family Office increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.56% in Q2 2026, buying an estimated $884 and bringing the position to 2,163 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #373.

CVA Family Office first reported a position in SPLV in Q1 2020 and has held it in 25 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • CVA Family Office held 2,163 shares of Invesco S&P 500 Low Volatility ETF worth $162K as of Q2 2026.
  • CVA Family Office bought 12 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $884.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #373 holding.
  • CVA Family Office first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and has held it in 25 quarters since.
  • 755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.