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

KCM Investment Advisors’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	$259K	Hold	3,537	–	–	0.01%	358
2025 Q4	$253K	Hold	3,537	–	–	0.01%	356
2025 Q3	$260K	Sell	3,537 -459	-11%	-$33.5K	0.01%	339
2025 Q2	$291K	Buy	+3,996	New	+$289K	0.01%	321
2020 Q2	–	Sell	-4,601	Closed	-$216K	–	346
2020 Q1	$216K	Sell	4,601 -380	-8%	-$21.3K	0.01%	288
2019 Q4	$291K	Sell	4,981 -852	-15%	-$48.9K	0.02%	293
2019 Q3	$338K	Buy	+5,833	New	+$329K	0.02%	276
2015 Q4	–	Sell	-6,137	Closed	-$221K	–	529
2015 Q3	$221K	Sell	6,137 -2,847	-32%	-$105K	0.02%	477
2015 Q2	$329K	Buy	8,984 +1,797	+25%	+$67.4K	0.03%	410
2015 Q1	$273K	Buy	7,187 +1,757	+32%	+$66.9K	0.02%	446
2014 Q4	$206K	Buy	+5,430	New	+$199K	0.02%	492

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

KCM Investment Advisors's SPLV Position: Q1 2026 in Review

KCM Investment Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 3,537 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #358.

KCM Investment Advisors first reported a position in SPLV in Q4 2014 and has held it in 11 quarters since. The position peaked at $338K in Q3 2019. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

KCM Investment Advisors held 3,537 shares of Invesco S&P 500 Low Volatility ETF worth $259K as of Q1 2026.
KCM Investment Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #358 holding.
KCM Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2014 and has held it in 11 quarters since.
KCM Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $338K in Q3 2019.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.