Investors Research Corp’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Investors Research Corp’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	$1.99M	Sell	26,620 -709	-3%	-$52.2K	0.36%	42
2026 Q1	$2M	Buy	27,329 +1	+0%	+$74	0.38%	36
2025 Q4	$1.95M	Sell	27,328 -1,284	-4%	-$92.3K	0.36%	42
2025 Q3	$2.1M	Sell	28,612 -540	-2%	-$39.5K	0.39%	38
2025 Q2	$2.12M	Sell	29,152 -1,419	-5%	-$103K	0.42%	40
2025 Q1	$2.28M	Sell	30,571 -198	-0.6%	-$14.3K	0.49%	33
2024 Q4	$2.15M	Sell	30,769 -153	-0.5%	-$11K	0.47%	38
2024 Q3	$2.22M	Sell	30,922 -28	-0.1%	-$1.92K	0.48%	38
2024 Q2	$2.01M	Sell	30,950 -479	-2%	-$31K	0.47%	38
2024 Q1	$2.07M	Sell	31,429 -204	-0.6%	-$13K	0.48%	38
2023 Q4	$1.98M	Sell	31,633 -369	-1%	-$22.2K	0.48%	38
2023 Q3	$1.88M	Sell	32,002 -1,445	-4%	-$89.3K	0.49%	36
2023 Q2	$2.1M	Buy	33,447 +76	+0.2%	+$4.76K	0.53%	32
2023 Q1	$2.08M	Sell	33,371 -957	-3%	-$59.8K	0.54%	34
2022 Q4	$2.19M	Sell	34,328 -20	-0.1%	-$1.24K	0.59%	30
2022 Q3	$1.99M	Sell	34,348 -69	-0.2%	-$4.36K	0.61%	34
2022 Q2	$2.13M	Sell	34,417 -25	-0.1%	-$1.62K	0.64%	31
2022 Q1	$2.31M	Sell	34,442 -1,097	-3%	-$71.4K	0.65%	34
2021 Q4	$2.44M	Sell	35,539 -51	-0.1%	-$3.28K	0.74%	33
2021 Q3	$2.17M	Sell	35,590 -147	-0.4%	-$9.27K	0.73%	32
2021 Q2	$2.18M	Sell	35,737 -65	-0.2%	-$3.94K	0.75%	18
2021 Q1	$2.08M	Sell	35,802 -546	-2%	-$30.7K	0.78%	14
2020 Q4	$2.04M	Sell	36,348 -239	-0.7%	-$13.1K	0.8%	11
2020 Q3	$1.96M	Sell	36,587 -1,344	-4%	-$71.3K	0.95%	7
2020 Q2	$1.88M	Buy	37,931 +4,440	+13%	+$218K	0.95%	8
2020 Q1	$1.57M	Buy	33,491 +7,464	+29%	+$418K	0.98%	5
2019 Q4	$1.52M	Buy	26,027 +1,685	+7%	+$96.7K	0.7%	10
2019 Q3	$1.41M	Buy	24,342 +29	+0.1%	+$1.64K	0.71%	10
2019 Q2	$1.34M	Buy	24,313 +1,104	+5%	+$59.4K	0.7%	10
2019 Q1	$1.22M	Buy	23,209 +3,690	+19%	+$185K	0.65%	17
2018 Q4	$911K	Buy	19,519 +2,707	+16%	+$131K	0.64%	35
2018 Q3	$833K	Buy	16,812 +3,862	+30%	+$190K	0.48%	59
2018 Q2	$614K	Buy	12,950 +3,398	+36%	+$159K	0.36%	113
2018 Q1	$449K	Buy	+9,552	New	+$452K	0.27%	140

Other funds holding SPLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Investors Research Corp's SPLV Position: Q2 2026 in Review

Investors Research Corp reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 2.6% in Q2 2026, selling an estimated $52.2K and leaving 26,620 shares worth $1.99M. The position accounts for 0.36% of the portfolio, ranked #42.

Investors Research Corp first reported a position in SPLV in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.44M in Q4 2021. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Investors Research Corp held 26,620 shares of Invesco S&P 500 Low Volatility ETF worth $1.99M as of Q2 2026.
Investors Research Corp sold 709 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $52.2K.
Invesco S&P 500 Low Volatility ETF made up 0.36% of Investors Research Corp's portfolio in Q2 2026, its #42 holding.
Investors Research Corp first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2018 and has held it in 34 quarters since.
Investors Research Corp's Invesco S&P 500 Low Volatility ETF position peaked at $2.44M in Q4 2021.
127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.