Heirloom Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Heirloom Wealth Management’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	$1.19M	Buy	+16,248	New	+$1.2M	0.21%	47

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

Heirloom Wealth Management's SPLV Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026: 16,248 shares worth $1.19M. The stake represents 0.21% of the portfolio and ranks #47 among its holdings.

754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Heirloom Wealth Management held 16,248 shares of Invesco S&P 500 Low Volatility ETF worth $1.19M as of Q1 2026.
Invesco S&P 500 Low Volatility ETF was a new Heirloom Wealth Management position in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.21% of Heirloom Wealth Management's portfolio in Q1 2026, its #47 holding.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.