KWM
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KW Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

KW Wealth Management’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 		– Sell
-4,235
Closed -$302K – 53
2025
Q4 		$302K Hold
4,235
– – 0.46% 52
2025
Q3 		$311K Buy
+4,235
New +$310K 0.53% 48

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KW Wealth Management's SPLV Position: Q1 2026 in Review

KW Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 4,235 shares — an estimated $302K sold.

KW Wealth Management first reported a position in SPLV in Q3 2025 and held it in 2 quarters. The position peaked at $311K in Q3 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • KW Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 4,235 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $302K.
  • KW Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $311K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.