Divergent Planning’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Divergent Planning’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
2025 Q4	$338K	Buy	4,741 +26	+0.6%	+$1.87K	0.09%	28
2025 Q3	$344K	Buy	4,715 +9	+0.2%	+$658	0.09%	27
2025 Q2	$345K	Hold	4,706	–	–	0.1%	27
2025 Q1	$349K	Hold	4,706	–	–	0.12%	22
2024 Q4	$322K	Hold	4,706	–	–	0.11%	24
2024 Q3	$337K	Hold	4,706	–	–	0.13%	23
2024 Q2	$305K	Hold	4,706	–	–	0.12%	23
2024 Q1	$308K	Hold	4,706	–	–	0.13%	19
2023 Q4	$297K	Hold	4,706	–	–	0.14%	18
2023 Q3	$277K	Hold	4,706	–	–	0.15%	16
2023 Q2	$296K	Hold	4,706	–	–	0.15%	19
2023 Q1	$294K	Hold	4,706	–	–	0.17%	19
2022 Q4	$301K	Hold	4,706	–	–	0.19%	15
2022 Q3	$272K	Hold	4,706	–	–	0.2%	19
2022 Q2	$292K	Hold	4,706	–	–	0.21%	14
2022 Q1	$319K	Hold	4,706	–	–	0.2%	15
2021 Q4	$320K	Hold	4,706	–	–	0.23%	13
2021 Q3	$290K	Hold	4,706	–	–	0.23%	14
2021 Q2	$295K	Hold	4,706	–	–	0.24%	14
2021 Q1	$283K	Sell	4,706 -1,964	-29%	-$110K	0.24%	12
2020 Q4	$375K	Buy	+6,670	New	+$366K	0.36%	11

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Divergent Planning's SPLV Position: Q4 2025 in Review

Divergent Planning increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.55% in Q4 2025, buying an estimated $1.87K and bringing the position to 4,741 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #28.

Divergent Planning first reported a position in SPLV in Q4 2020 and has held it in 21 quarters since. The position peaked at $375K in Q4 2020. 750 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Divergent Planning held 4,741 shares of Invesco S&P 500 Low Volatility ETF worth $338K as of Q4 2025.
Divergent Planning bought 26 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $1.87K.
Invesco S&P 500 Low Volatility ETF made up 0.09% of Divergent Planning's portfolio in Q4 2025, its #28 holding.
Divergent Planning first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and has held it in 21 quarters since.
Divergent Planning's Invesco S&P 500 Low Volatility ETF position peaked at $375K in Q4 2020.
750 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.