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

Jaffetilchin 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 		$2.07M Buy
28,341
+1,318
+5% +$97.6K 0.12% 125
2025
Q4 		$1.93M Sell
27,023
-481
-2% -$34.6K 0.11% 124
2025
Q3 		$2.02M Buy
27,504
+252
+0.9% +$18.4K 0.12% 120
2025
Q2 		$1.98M Buy
27,252
+106
+0.4% +$7.67K 0.13% 114
2025
Q1 		$2.03M Sell
27,146
-242
-0.9% -$17.5K 0.15% 113
2024
Q4 		$1.92M Buy
27,388
+92
+0.3% +$6.64K 0.14% 105
2024
Q3 		$1.96M Sell
27,296
-4,847
-15% -$333K 0.15% 95
2024
Q2 		$2.09M Buy
32,143
+134
+0.4% +$8.68K 0.18% 84
2024
Q1 		$2.11M Sell
32,009
-2,500
-7% -$159K 0.19% 84
2023
Q4 		$2.16M Buy
34,509
+973
+3% +$58.6K 0.21% 78
2023
Q3 		$1.97M Sell
33,536
-745
-2% -$46K 0.22% 75
2023
Q2 		$2.15M Buy
34,281
+256
+0.8% +$16K 0.23% 72
2023
Q1 		$2.12M Buy
34,025
+730
+2% +$45.6K 0.24% 80
2022
Q4 		$2.13M Buy
33,295
+3,368
+11% +$209K 0.26% 75
2022
Q3 		$1.73M Sell
29,927
-3,926
-12% -$248K 0.22% 71
2022
Q2 		$2.1M Buy
33,853
+8,118
+32% +$525K 0.25% 69
2022
Q1 		$1.65M Buy
25,735
+4,661
+22% +$303K 0.19% 77
2021
Q4 		$1.45M Buy
21,074
+1,232
+6% +$79.3K 0.14% 102
2021
Q3 		$1.21M Sell
19,842
-38,245
-66% -$2.41M 0.13% 111
2021
Q2 		$3.36M Buy
58,087
+23,291
+67% +$1.41M 0.23% 81
2021
Q1 		$2.02M Sell
34,796
-3,521
-9% -$198K 0.24% 75
2020
Q4 		$2.15M Sell
38,317
-1,115
-3% -$61.2K 0.31% 55
2020
Q3 		$2.12M Sell
39,432
-2,846
-7% -$151K 0.39% 45
2020
Q2 		$2.1M Buy
+42,278
New +$2.08M 0.46% 41

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 $79.5B AUM 27.1% 1-Year Est. Return

Jaffetilchin Investment Partners's SPLV Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 4.9% in Q1 2026, buying an estimated $97.6K and bringing the position to 28,341 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #125.

Jaffetilchin Investment Partners first reported a position in SPLV in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.36M in Q2 2021. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Jaffetilchin Investment Partners held 28,341 shares of Invesco S&P 500 Low Volatility ETF worth $2.07M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 1,318 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $97.6K.
  • Invesco S&P 500 Low Volatility ETF made up 0.12% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #125 holding.
  • Jaffetilchin Investment Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2020 and has held it in 24 quarters since.
  • Jaffetilchin Investment Partners's Invesco S&P 500 Low Volatility ETF position peaked at $3.36M in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

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