Financially Speaking’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Financially Speaking’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	$58.2K	Hold	826	–	–	0.07%	31
2026 Q2	$60.4K	Hold	826	–	–	0.29%	26
2026 Q1	$60.4K	Hold	826	–	–	0.29%	26
2025 Q4	$59K	Hold	826	–	–	0.04%	51
2025 Q3	$60.7K	Hold	826	–	–	0.04%	54
2025 Q2	$60.1K	Buy	+826	New	+$59.8K	0.04%	44
2025 Q1	–	Sell	-826	Closed	-$57.8K	–	148
2024 Q4	$57.8K	Buy	+826	New	+$59.6K	0.04%	47

Other funds holding SPLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Financially Speaking's SPLV Position: Q3 2026 in Review

Financially Speaking held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2026 at 826 shares worth $58.2K. The position accounts for 0.07% of the portfolio, ranked #31.

Financially Speaking first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.7K in Q3 2025. 474 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Financially Speaking held 826 shares of Invesco S&P 500 Low Volatility ETF worth $58.2K as of Q3 2026.
Financially Speaking left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up 0.07% of Financially Speaking's portfolio in Q3 2026, its #31 holding.
Financially Speaking first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Financially Speaking's Invesco S&P 500 Low Volatility ETF position peaked at $60.7K in Q3 2025.
474 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Financially Speaking's 13F filing for Q3 2026, filed 4 Nov 2026.