IIM
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IFC & Insurance Marketing’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

IFC & Insurance Marketing’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
-299
Closed -$21K – 602
2025
Q4 		$21K Buy
+299
New +$21.5K 0.02% 275

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFC & Insurance Marketing's SPLV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 299 shares — an estimated $21K sold.

IFC & Insurance Marketing first reported a position in SPLV in Q4 2025 and held it in 1 quarter. The position peaked at $21K in Q4 2025. 758 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 299 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $21K.
  • IFC & Insurance Marketing first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Invesco S&P 500 Low Volatility ETF position peaked at $21K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.