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Hirtle Callaghan & Co’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Hirtle Callaghan & Co’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 		– Sell
-17,915
Closed -$1.28M – 116
2025
Q4 		$1.28M Buy
+17,915
New +$1.29M 0.04% 58

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 $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hirtle Callaghan & Co's SPLV Position: Q1 2026 in Review

Hirtle Callaghan & Co sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 17,915 shares — an estimated $1.28M sold.

Hirtle Callaghan & Co first reported a position in SPLV in Q4 2025 and held it in 1 quarter. The position peaked at $1.28M in Q4 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Hirtle Callaghan & Co reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 17,915 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $1.28M.
  • Hirtle Callaghan & Co first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and held it in 1 quarter.
  • Hirtle Callaghan & Co's Invesco S&P 500 Low Volatility ETF position peaked at $1.28M in Q4 2025.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.