Founders Capital Management (Texas)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Founders Capital Management (Texas)’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	$93.3K	Hold	1,245	–	–	0.04%	96
2026 Q1	$91.1K	Hold	1,245	–	–	0.04%	93
2025 Q4	$88.9K	Sell	1,245 -220	-15%	-$15.8K	0.05%	95
2025 Q3	$108K	Hold	1,465	–	–	0.06%	79
2025 Q2	$107K	Sell	1,465 -125	-8%	-$9.05K	0.06%	79
2025 Q1	$119K	Hold	1,590	–	–	0.08%	68
2024 Q4	$111K	Hold	1,590	–	–	0.07%	69
2024 Q3	$114K	Hold	1,590	–	–	0.07%	75
2024 Q2	$103K	Hold	1,590	–	–	0.07%	78
2024 Q1	$105K	Sell	1,590 -71	-4%	-$4.53K	0.07%	82
2023 Q4	$104K	Hold	1,661	–	–	0.08%	78
2023 Q3	$97.7K	Sell	1,661 -17	-1%	-$1.05K	0.07%	80
2023 Q2	$105K	Hold	1,678	–	–	0.08%	88
2023 Q1	$105K	Sell	1,678 -150	-8%	-$9.37K	0.08%	87
2022 Q4	$117K	Hold	1,828	–	–	0.09%	82
2022 Q3	$106K	Hold	1,828	–	–	0.09%	84
2022 Q2	$113K	Hold	1,828	–	–	0.09%	78
2022 Q1	$125K	Hold	1,828	–	–	0.08%	78
2021 Q4	$125K	Buy	1,828 +9	+0.5%	+$579	0.08%	78
2021 Q3	$111K	Sell	1,819 -191	-10%	-$12K	0.08%	82
2021 Q2	$122K	Hold	2,010	–	–	0.08%	73
2021 Q1	$117K	Sell	2,010 -500	-20%	-$28.1K	0.08%	68
2020 Q4	$141K	Buy	+2,510	New	+$138K	0.1%	65
2020 Q1	$177K	Hold	3,780	–	–	0.18%	46
2019 Q4	$221K	Hold	3,780	–	–	0.17%	48
2019 Q3	$219K	Buy	3,780 +260	+7%	+$14.7K	0.18%	52
2019 Q2	$194K	Hold	3,520	–	–	0.17%	56
2019 Q1	$185K	Hold	3,520	–	–	0.17%	57
2018 Q4	$164K	Hold	3,520	–	–	0.18%	59
2018 Q3	$174K	Hold	3,520	–	–	0.14%	69
2018 Q2	$167K	Sell	3,520 -220	-6%	-$10.3K	0.15%	71
2018 Q1	$176K	Sell	3,740 -80	-2%	-$3.79K	0.15%	80
2017 Q4	$182K	Sell	3,820 -300	-7%	-$14.1K	0.15%	78
2017 Q3	$189K	Sell	4,120 -280	-6%	-$12.7K	0.16%	78
2017 Q2	$197K	Sell	4,400 -590	-12%	-$26.1K	0.17%	72
2017 Q1	$217K	Buy	+4,990	New	+$213K	0.2%	74

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

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

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

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Founders Capital Management (Texas)'s SPLV Position: Q2 2026 in Review

Founders Capital Management (Texas) held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 1,245 shares worth $93.3K. The position accounts for 0.04% of the portfolio, ranked #96.

Founders Capital Management (Texas) first reported a position in SPLV in Q1 2017 and has held it in 36 quarters since. The position peaked at $221K in Q4 2019. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Founders Capital Management (Texas) held 1,245 shares of Invesco S&P 500 Low Volatility ETF worth $93.3K as of Q2 2026.
Founders Capital Management (Texas) left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.04% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #96 holding.
Founders Capital Management (Texas) first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2017 and has held it in 36 quarters since.
Founders Capital Management (Texas)'s Invesco S&P 500 Low Volatility ETF position peaked at $221K in Q4 2019.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.