Key Financial Inc’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Key Financial Inc’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	$4.79K	Hold	64	–	–	﹤0.01%	1030
2026 Q1	$4.68K	Hold	64	–	–	﹤0.01%	1043
2025 Q4	$4.57K	Hold	64	–	–	﹤0.01%	1049
2025 Q3	$4.67K	Hold	64	–	–	﹤0.01%	1055
2025 Q2	$4.66K	Hold	64	–	–	﹤0.01%	1045
2025 Q1	$4.78K	Hold	64	–	–	﹤0.01%	1004
2024 Q4	$4.48K	Hold	64	–	–	﹤0.01%	1023
2024 Q3	$4.59K	Hold	64	–	–	﹤0.01%	994
2024 Q2	$4.16K	Hold	64	–	–	﹤0.01%	1001
2024 Q1	$4.22K	Hold	64	–	–	﹤0.01%	986
2023 Q4	$4.01K	Hold	64	–	–	﹤0.01%	996
2023 Q3	$3.76K	Buy	64 +36	+129%	+$2.23K	﹤0.01%	1006
2023 Q2	$1.76K	Hold	28	–	–	﹤0.01%	1179
2023 Q1	$1.75K	Hold	28	–	–	﹤0.01%	974
2022 Q4	$1.62K	Hold	28	–	–	﹤0.01%	980
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	974
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	957
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	946
2021 Q4	$2K	Hold	28	–	–	﹤0.01%	843
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	822
2021 Q2	$2K	Hold	28	–	–	﹤0.01%	786
2021 Q1	$2K	Hold	28	–	–	﹤0.01%	694
2020 Q4	$2K	Buy	+28	New	+$1.54K	﹤0.01%	652
2020 Q2	–	Sell	-747	Closed	-$36K	–	546
2020 Q1	$36K	Buy	+747	New	+$41.8K	0.04%	256

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Key Financial Inc's SPLV Position: Q2 2026 in Review

Key Financial Inc held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 64 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Key Financial Inc first reported a position in SPLV in Q1 2020 and has held it in 24 quarters since. The position peaked at $36K in Q1 2020. 759 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Key Financial Inc held 64 shares of Invesco S&P 500 Low Volatility ETF worth $4.79K as of Q2 2026.
Key Financial Inc left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1030 holding.
Key Financial Inc first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Invesco S&P 500 Low Volatility ETF position peaked at $36K in Q1 2020.
759 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.