Guerra Pan Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Guerra Pan Advisors’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	$502K	Sell	6,863 -150	-2%	-$11.1K	0.31%	66
2025 Q4	$501K	Hold	7,013	–	–	0.3%	65
2025 Q3	$515K	Hold	7,013	–	–	0.31%	62
2025 Q2	$511K	Hold	7,013	–	–	0.34%	61
2025 Q1	$524K	Hold	7,013	–	–	0.41%	59
2024 Q4	$491K	Hold	7,013	–	–	0.36%	63
2024 Q3	$503K	Hold	7,013	–	–	0.4%	58
2024 Q2	$455K	Hold	7,013	–	–	0.38%	61
2024 Q1	$462K	Sell	7,013 -1	-0%	-$64	0.43%	64
2023 Q4	$439K	Sell	7,014 -1,093	-13%	-$65.8K	0.42%	63
2023 Q3	$477K	Sell	8,107 -76	-0.9%	-$4.7K	0.55%	56
2023 Q2	$514K	Sell	8,183 -145	-2%	-$9.08K	0.57%	55
2023 Q1	$520K	Hold	8,328	–	–	0.65%	51
2022 Q4	$532K	Sell	8,328 -235	-3%	-$14.6K	0.73%	48
2022 Q3	$490K	Hold	8,563	–	–	0.71%	51
2022 Q2	$552K	Hold	8,563	–	–	0.68%	51
2022 Q1	$572K	Hold	8,563	–	–	0.69%	50
2021 Q4	$588K	Buy	+8,563	New	+$551K	0.58%	53

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

Guerra Pan Advisors's SPLV Position: Q1 2026 in Review

Guerra Pan Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 2.1% in Q1 2026, selling an estimated $11.1K and leaving 6,863 shares worth $502K. The position accounts for 0.31% of the portfolio, ranked #66.

Guerra Pan Advisors first reported a position in SPLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $588K in Q4 2021. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Guerra Pan Advisors held 6,863 shares of Invesco S&P 500 Low Volatility ETF worth $502K as of Q1 2026.
Guerra Pan Advisors sold 150 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $11.1K.
Invesco S&P 500 Low Volatility ETF made up 0.31% of Guerra Pan Advisors's portfolio in Q1 2026, its #66 holding.
Guerra Pan Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $588K in Q4 2021.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.