Family Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Family Capital Management’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	$479K	Hold	6,547	–	–	0.21%	64
2025 Q4	$468K	Hold	6,547	–	–	0.21%	65
2025 Q3	$481K	Hold	6,547	–	–	0.23%	62
2025 Q2	$477K	Hold	6,547	–	–	0.25%	60
2025 Q1	$489K	Hold	6,547	–	–	0.3%	52
2024 Q4	$458K	Hold	6,547	–	–	0.28%	52
2024 Q3	$470K	Hold	6,547	–	–	0.3%	46
2024 Q2	$425K	Hold	6,547	–	–	0.29%	46
2024 Q1	$431K	Hold	6,547	–	–	0.3%	46
2023 Q4	$410K	Sell	6,547 -1,327	-17%	-$79.9K	0.29%	45
2023 Q3	$463K	Hold	7,874	–	–	0.31%	43
2023 Q2	$495K	Hold	7,874	–	–	0.31%	39
2023 Q1	$491K	Hold	7,874	–	–	0.21%	38
2022 Q4	$503K	Buy	+7,874	New	+$488K	0.33%	38

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

Family Capital Management's SPLV Position: Q1 2026 in Review

Family Capital Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 6,547 shares worth $479K. The position accounts for 0.21% of the portfolio, ranked #64.

Family Capital Management first reported a position in SPLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $503K in Q4 2022. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Family Capital Management held 6,547 shares of Invesco S&P 500 Low Volatility ETF worth $479K as of Q1 2026.
Family Capital Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.21% of Family Capital Management's portfolio in Q1 2026, its #64 holding.
Family Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's Invesco S&P 500 Low Volatility ETF position peaked at $503K in Q4 2022.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.