JGC
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J. Goldman & Co’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

J. Goldman & 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 		$845K Buy
11,552
+7,020
+155% +$520K 0.02% 448
2025
Q4 		$324K Sell
4,532
-6,913
-60% -$497K 0.01% 490
2025
Q3 		$841K Buy
11,445
+5,636
+97% +$412K 0.02% 346
2025
Q2 		$423K Buy
+5,809
New +$420K 0.01% 392

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

J. Goldman & Co's SPLV Position: Q1 2026 in Review

J. Goldman & Co increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 155% in Q1 2026, buying an estimated $520K and bringing the position to 11,552 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #448.

J. Goldman & Co first reported a position in SPLV in Q2 2025 and has held it in 4 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • J. Goldman & Co held 11,552 shares of Invesco S&P 500 Low Volatility ETF worth $845K as of Q1 2026.
  • J. Goldman & Co bought 7,020 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $520K.
  • Invesco S&P 500 Low Volatility ETF made up 0.02% of J. Goldman & Co's portfolio in Q1 2026, its #448 holding.
  • J. Goldman & Co first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 4 quarters since.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.