HUB Investment Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

HUB Investment Partners’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 Q2	$266K	Buy	+3,545	New	+$261K	﹤0.01%	1057
2025 Q2	–	Sell	-3,779	Closed	-$282K	–	758
2025 Q1	$282K	Hold	3,779	–	–	0.01%	467
2024 Q4	$265K	Buy	+3,779	New	+$273K	0.01%	430
2021 Q4	–	Sell	-7,595	Closed	-$462K	–	237
2021 Q3	$462K	Buy	+7,595	New	+$479K	0.11%	133

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HUB Investment Partners's SPLV Position: Q2 2026 in Review

HUB Investment Partners opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 3,545 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: HUB Investment Partners previously reported a position in SPLV as recently as Q1 2025.

HUB Investment Partners first reported a position in SPLV in Q3 2021 and has held it in 4 quarters since. The position peaked at $462K in Q3 2021. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

HUB Investment Partners held 3,545 shares of Invesco S&P 500 Low Volatility ETF worth $266K as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new HUB Investment Partners position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1057 holding.
HUB Investment Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2021 and has held it in 4 quarters since.
HUB Investment Partners's Invesco S&P 500 Low Volatility ETF position peaked at $462K in Q3 2021.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.