Gradient Capital Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $450K | Buy |
6,014
+67
| +1% | +$4.94K | 0.1% | 117 |
|
|
2026
Q1 | $435K | Sell |
5,947
-105
| -2% | -$7.78K | 0.11% | 112 |
|
|
2025
Q4 | $432K | Buy |
6,052
+12
| +0.2% | +$863 | 0.11% | 113 |
|
|
2025
Q3 | $444K | Buy |
6,040
+82
| +1% | +$5.99K | 0.12% | 109 |
|
|
2025
Q2 | $434K | Hold |
5,958
| – | – | 0.13% | 108 |
|
|
2025
Q1 | $445K | Hold |
5,958
| – | – | 0.15% | 100 |
|
|
2024
Q4 | $417K | Sell |
5,958
-180
| -3% | -$13K | 0.13% | 102 |
|
|
2024
Q3 | $440K | Hold |
6,138
| – | – | 0.15% | 97 |
|
|
2024
Q2 | $399K | Sell |
6,138
-555
| -8% | -$35.9K | 0.14% | 104 |
|
|
2024
Q1 | $441K | Sell |
6,693
-11
| -0.2% | -$701 | 0.16% | 100 |
|
|
2023
Q4 | $420K | Sell |
6,704
-484
| -7% | -$29.1K | 0.16% | 97 |
|
|
2023
Q3 | $423K | Sell |
7,188
-45
| -0.6% | -$2.78K | 0.18% | 92 |
|
|
2023
Q2 | $454K | Sell |
7,233
-50
| -0.7% | -$3.13K | 0.18% | 88 |
|
|
2023
Q1 | $454K | Sell |
7,283
-285
| -4% | -$17.8K | 0.19% | 84 |
|
|
2022
Q4 | $484K | Hold |
7,568
| – | – | 0.22% | 80 |
|
|
2022
Q3 | $438K | Hold |
7,568
| – | – | 0.21% | 82 |
|
|
2022
Q2 | $469K | Sell |
7,568
-147
| -2% | -$9.51K | 0.23% | 82 |
|
|
2022
Q1 | $518K | Buy |
7,715
+450
| +6% | +$29.3K | 0.22% | 81 |
|
|
2021
Q4 | $499K | Buy |
7,265
+194
| +3% | +$12.5K | 0.21% | 80 |
|
|
2021
Q3 | $430K | Buy |
7,071
+160
| +2% | +$10.1K | 0.2% | 83 |
|
|
2021
Q2 | $421K | Buy |
6,911
+48
| +0.7% | +$2.91K | 0.2% | 84 |
|
|
2021
Q1 | $399K | Buy |
6,863
+51
| +0.7% | +$2.87K | 0.21% | 85 |
|
|
2020
Q4 | $383K | Buy |
6,812
+53
| +0.8% | +$2.91K | 0.22% | 78 |
|
|
2020
Q3 | $363K | Sell |
6,759
-610
| -8% | -$32.4K | 0.23% | 79 |
|
|
2020
Q2 | $366K | Buy |
7,369
+61
| +0.8% | +$3K | 0.25% | 73 |
|
|
2020
Q1 | $343K | Sell |
7,308
-225
| -3% | -$12.6K | 0.28% | 71 |
|
|
2019
Q4 | $439K | Buy |
7,533
+51
| +0.7% | +$2.93K | 0.31% | 67 |
|
|
2019
Q3 | $433K | Buy |
7,482
+52
| +0.7% | +$2.93K | 0.32% | 63 |
|
|
2019
Q2 | $409K | Sell |
7,430
-21
| -0.3% | -$1.13K | 0.31% | 61 |
|
|
2019
Q1 | $392K | Buy |
7,451
+58
| +0.8% | +$2.91K | 0.31% | 61 |
|
|
2018
Q4 | $345K | Sell |
7,393
-103
| -1% | -$4.99K | 0.3% | 62 |
|
|
2018
Q3 | $371K | Sell |
7,496
-88
| -1% | -$4.33K | 0.31% | 64 |
|
|
2018
Q2 | $360K | Sell |
7,584
-142
| -2% | -$6.66K | 0.33% | 61 |
|
|
2018
Q1 | $363K | Buy |
7,726
+62
| +0.8% | +$2.93K | 0.36% | 52 |
|
|
2017
Q4 | $366K | Buy |
+7,664
| New | +$361K | 0.38% | 51 |
|
Other funds holding SPLV
PMAM
Gradient Capital Advisors's SPLV Position: Q2 2026 in Review
Gradient Capital Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.1% in Q2 2026, buying an estimated $4.94K and bringing the position to 6,014 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #117.
Gradient Capital Advisors first reported a position in SPLV in Q4 2017 and has held it in 35 quarters since. The position peaked at $518K in Q1 2022. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.
- Gradient Capital Advisors held 6,014 shares of Invesco S&P 500 Low Volatility ETF worth $450K as of Q2 2026.
- Gradient Capital Advisors bought 67 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.94K.
- Invesco S&P 500 Low Volatility ETF made up 0.1% of Gradient Capital Advisors's portfolio in Q2 2026, its #117 holding.
- Gradient Capital Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and has held it in 35 quarters since.
- Gradient Capital Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $518K in Q1 2022.
- 757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.