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Friedenthal Financial’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Friedenthal Financial’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 		– Sell
-543
Closed -$38.8K – 307
2025
Q4 		$38.8K Hold
543
– – 0.02% 157
2025
Q3 		$39.9K Hold
543
– – 0.02% 154
2025
Q2 		$39.5K Hold
543
– – 0.02% 153
2025
Q1 		$40.6K Sell
543
-4
-0.7% -$289 0.02% 146
2024
Q4 		$38.3K Hold
547
– – 0.02% 180
2024
Q3 		$39.2K Hold
547
– – 0.02% 174
2024
Q2 		$35.5K Hold
547
– – 0.02% 173
2024
Q1 		$36K Hold
547
– – 0.02% 173
2023
Q4 		$34.3K Buy
+547
New +$32.9K 0.02% 172
2022
Q1 		– Sell
-3,041
Closed -$209K – 72
2021
Q4 		$209K Buy
+3,041
New +$196K 0.13% 72
2019
Q2 		– Sell
-3,969
Closed -$209K – 70
2019
Q1 		$209K Buy
+3,969
New +$199K 0.18% 57
2018
Q4 		– Sell
-88,625
Closed -$4.39M – 64
2018
Q3 		$4.39M Buy
+88,625
New +$4.36M 3.63% 7
2016
Q4 		– Sell
-164,705
Closed -$6.83M – 51
2016
Q3 		$6.83M Sell
164,705
-9,888
-6% -$418K 5.97% 3
2016
Q2 		$7.47M Sell
174,593
-14,682
-8% -$597K 6.44% 2
2016
Q1 		$7.3M Sell
189,275
-3,262
-2% -$124K 6.69% 4
2015
Q4 		$7.43M Buy
192,537
+181,438
+1,635% +$6.92M 6.72% 4
2015
Q3 		$399K Buy
11,099
+47
+0.4% +$1.74K 0.36% 24
2015
Q2 		$405K Sell
11,052
-203,105
-95% -$7.61M 0.35% 31
2015
Q1 		$8.12M Sell
214,157
-14,237
-6% -$542K 6.88% 3
2014
Q4 		$8.67M Buy
+228,394
New +$8.37M 7.37% 2

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Friedenthal Financial's SPLV Position: Q1 2026 in Review

Friedenthal Financial sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 543 shares — an estimated $38.8K sold.

Friedenthal Financial first reported a position in SPLV in Q4 2014 and held it in 20 quarters. The position peaked at $8.67M in Q4 2014. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Friedenthal Financial reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • Friedenthal Financial sold 543 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $38.8K.
  • Friedenthal Financial first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2014 and held it in 20 quarters.
  • Friedenthal Financial's Invesco S&P 500 Low Volatility ETF position peaked at $8.67M in Q4 2014.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Friedenthal Financial's 13F filing for Q1 2026, filed 20 Apr 2026.