EB
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Eastern Bank’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Eastern Bank’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 		$807K Hold
11,445
– – 0.01% 229
2026
Q2 		$857K Sell
11,445
-61
-0.5% -$4.49K 0.01% 220
2026
Q1 		$842K Hold
11,506
– – 0.01% 219
2025
Q4 		$822K Hold
11,506
– – 0.01% 214
2025
Q3 		$845K Hold
11,506
– – 0.02% 205
2025
Q2 		$838K Buy
11,506
+61
+0.5% +$4.42K 0.02% 202
2025
Q1 		$855K Hold
11,445
– – 0.02% 214
2024
Q4 		$801K Sell
11,445
-3,000
-21% -$216K 0.01% 223
2024
Q3 		$1.04M Buy
+14,445
New +$992K 0.02% 222

Other funds holding SPLV

DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Eastern Bank's SPLV Position: Q3 2026 in Review

Eastern Bank held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2026 at 11,445 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #229.

Eastern Bank first reported a position in SPLV in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2024. 30 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

  • Eastern Bank held 11,445 shares of Invesco S&P 500 Low Volatility ETF worth $807K as of Q3 2026.
  • Eastern Bank left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #229 holding.
  • Eastern Bank first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's Invesco S&P 500 Low Volatility ETF position peaked at $1.04M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.