HFO
SPLV icon

Heritage Family Offices’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Heritage Family Offices’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 		$423K Sell
5,781
-109
-2% -$8.07K 0.19% 112
2025
Q4 		$421K Sell
5,890
-83
-1% -$5.97K 0.19% 107
2025
Q3 		$439K Sell
5,973
-51
-0.8% -$3.73K 0.2% 103
2025
Q2 		$444K Hold
6,024
– – 0.22% 99
2025
Q1 		$450K Sell
6,024
-12
-0.2% -$867 0.23% 98
2024
Q4 		$422K Buy
6,036
+1
+0% +$72 0.21% 98
2024
Q3 		$433K Sell
6,035
-261
-4% -$17.9K 0.22% 94
2024
Q2 		$409K Buy
+6,296
New +$408K 0.23% 91

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 $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return