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

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 Q1	$369K	Buy	5,042 +17	+0.3%	+$1.26K	0.13%	123
2025 Q4	$359K	Buy	5,025 +18	+0.4%	+$1.29K	0.13%	123
2025 Q3	$368K	Buy	5,007 +17	+0.3%	+$1.24K	0.13%	119
2025 Q2	$363K	Buy	4,990 +15	+0.3%	+$1.09K	0.14%	117
2025 Q1	$372K	Buy	4,975 +14	+0.3%	+$1.01K	0.15%	115
2024 Q4	$347K	Buy	4,961 +13	+0.3%	+$938	0.14%	119
2024 Q3	$355K	Buy	4,948 +14	+0.3%	+$961	0.15%	115
2024 Q2	$320K	Buy	4,934 +16	+0.3%	+$1.04K	0.14%	117
2024 Q1	$324K	Buy	4,918 +18	+0.4%	+$1.15K	0.15%	118
2023 Q4	$307K	Buy	4,900 +21	+0.4%	+$1.26K	0.15%	113
2023 Q3	$287K	Sell	4,879 -476	-9%	-$29.4K	0.15%	112
2023 Q2	$336K	Buy	5,355 +1,521	+40%	+$95.2K	0.18%	108
2023 Q1	$239K	Buy	3,834 +20	+0.5%	+$1.25K	0.13%	126
2022 Q4	$244K	Sell	3,814 -8,883	-70%	-$551K	0.13%	124
2022 Q3	$734K	Buy	12,697 +8,695	+217%	+$550K	0.22%	104
2022 Q2	$248K	Sell	4,002 -4,690	-54%	-$303K	0.12%	132
2022 Q1	$583K	Sell	8,692 -1,055	-11%	-$68.7K	0.25%	85
2021 Q4	$669K	Buy	9,747 +8	+0.1%	+$515	0.27%	79
2021 Q3	$593K	Sell	9,739 -1,029	-10%	-$64.9K	0.27%	81
2021 Q2	$656K	Buy	10,768 +6	+0.1%	+$364	0.3%	70
2021 Q1	$626K	Buy	10,762 +5	+0%	+$281	0.3%	70
2020 Q4	$605K	Sell	10,757 -176	-2%	-$9.66K	0.32%	68
2020 Q3	$586K	Buy	10,933 +4	+0%	+$212	0.35%	67
2020 Q2	$543K	Buy	10,929 +6	+0.1%	+$295	0.32%	72
2020 Q1	$513K	Buy	10,923 +5	+0%	+$280	0.37%	71
2019 Q4	$637K	Buy	10,918 +5	+0%	+$287	0.43%	65
2019 Q3	$632K	Buy	10,913 +4	+0%	+$226	0.46%	63
2019 Q2	$600K	Sell	10,909 -505	-4%	-$27.2K	0.43%	66
2019 Q1	$601K	Buy	11,414 +892	+8%	+$44.7K	0.43%	64
2018 Q4	$491K	Sell	10,522 -999	-9%	-$48.4K	0.41%	66
2018 Q3	$1.39K	Buy	11,521 +4	+0%	+$197	0.77%	33
2018 Q2	$546K	Sell	11,517 -518	-4%	-$24.3K	0.41%	62
2018 Q1	$565K	Sell	12,035 -2,351	-16%	-$111K	0.42%	65
2017 Q4	$687K	Sell	14,386 -2,205	-13%	-$104K	0.51%	59
2017 Q3	$760K	Sell	16,591 -551	-3%	-$25K	0.65%	53
2017 Q2	$767K	Buy	17,142 +5	+0%	+$222	0.7%	53
2017 Q1	$745K	Sell	17,137 -2,496	-13%	-$107K	0.72%	53
2016 Q4	$816K	Sell	19,633 -4,049	-17%	-$165K	0.8%	47
2016 Q3	$983K	Buy	23,682 +1,104	+5%	+$46.7K	0.56%	61
2016 Q2	$966K	Sell	22,578 -2,488	-10%	-$101K	0.96%	39
2016 Q1	$967K	Buy	25,066 +200	+0.8%	+$7.63K	0.63%	55
2015 Q4	$959K	Sell	24,866 -1,201	-5%	-$45.8K	1.15%	34
2015 Q3	$938K	Sell	26,067 -289	-1%	-$10.7K	1.23%	28
2015 Q2	$964K	Buy	26,356 +7,631	+41%	+$286K	1.16%	31
2015 Q1	$712K	Buy	18,725 +6,821	+57%	+$260K	0.78%	51
2014 Q4	$454K	Buy	+11,904	New	+$436K	0.52%	64

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

Investment Partners's SPLV Position: Q1 2026 in Review

Investment Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.34% in Q1 2026, buying an estimated $1.26K and bringing the position to 5,042 shares worth $369K. The position accounts for 0.13% of the portfolio, ranked #123.

Investment Partners first reported a position in SPLV in Q4 2014 and has held it in 46 quarters since. The position peaked at $983K in Q3 2016. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Investment Partners held 5,042 shares of Invesco S&P 500 Low Volatility ETF worth $369K as of Q1 2026.
Investment Partners bought 17 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $1.26K.
Invesco S&P 500 Low Volatility ETF made up 0.13% of Investment Partners's portfolio in Q1 2026, its #123 holding.
Investment Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2014 and has held it in 46 quarters since.
Investment Partners's Invesco S&P 500 Low Volatility ETF position peaked at $983K in Q3 2016.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.