Golden State Equity Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Golden State Equity Partners’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	$1.59M	Buy	21,691 +13,133	+153%	+$973K	0.12%	193
2025 Q4	$611K	Buy	8,558 +108	+1%	+$7.77K	0.1%	237
2025 Q3	$621K	Sell	8,450 -500	-6%	-$36.5K	0.1%	226
2025 Q2	$652K	Buy	8,950 +601	+7%	+$43.5K	0.12%	206
2025 Q1	$624K	Sell	8,349 -958	-10%	-$69.2K	0.12%	201
2024 Q4	$651K	Buy	9,307 +9,224	+11,113%	+$665K	0.12%	190
2024 Q3	$5.95K	Sell	83 -10,844	-99%	-$745K	﹤0.01%	639
2024 Q2	$710K	Buy	+10,927	New	+$708K	0.15%	156
2023 Q4	$785K	Sell	12,526 -649	-5%	-$39.1K	0.19%	124
2023 Q3	$775K	Buy	13,175 +176	+1%	+$10.9K	0.22%	117
2023 Q2	$816K	Buy	+12,999	New	+$814K	0.23%	107

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

Golden State Equity Partners's SPLV Position: Q1 2026 in Review

Golden State Equity Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 153% in Q1 2026, buying an estimated $973K and bringing the position to 21,691 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #193.

Golden State Equity Partners first reported a position in SPLV in Q2 2023 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Golden State Equity Partners held 21,691 shares of Invesco S&P 500 Low Volatility ETF worth $1.59M as of Q1 2026.
Golden State Equity Partners bought 13,133 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $973K.
Invesco S&P 500 Low Volatility ETF made up 0.12% of Golden State Equity Partners's portfolio in Q1 2026, its #193 holding.
Golden State Equity Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and has held it in 11 quarters since.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.