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Laraway Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Laraway Financial 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 		$1.32M Buy
18,095
+53
+0.3% +$3.93K 0.93% 30
2025
Q4 		$1.29M Buy
18,042
+203
+1% +$14.6K 0.84% 33
2025
Q3 		$1.31M Buy
17,839
+157
+0.9% +$11.5K 0.89% 30
2025
Q2 		$1.29M Sell
17,682
-122
-0.7% -$8.83K 0.98% 27
2025
Q1 		$1.33M Buy
17,804
+2
+0% +$144 1.06% 27
2024
Q4 		$1.25M Sell
17,802
-54
-0.3% -$3.9K 0.96% 31
2024
Q3 		$1.28M Buy
17,856
+2
+0% +$137 1.02% 30
2024
Q2 		$1.16M Sell
17,854
-281
-2% -$18.2K 0.99% 29
2024
Q1 		$1.19M Buy
18,135
+767
+4% +$48.9K 1.05% 28
2023
Q4 		$1.09M Sell
17,368
-50
-0.3% -$3.01K 1.03% 27
2023
Q3 		$1.02M Buy
17,418
+337
+2% +$20.8K 1.07% 27
2023
Q2 		$1.07M Buy
17,081
+68
+0.4% +$4.26K 1.06% 27
2023
Q1 		$1.06M Sell
17,013
-596
-3% -$37.2K 1.08% 28
2022
Q4 		$1.13M Sell
17,609
-1,191
-6% -$73.9K 1.18% 23
2022
Q3 		$1.09M Sell
18,800
-220
-1% -$13.9K 1.21% 24
2022
Q2 		$1.18M Buy
19,020
+30
+0.2% +$1.94K 1.25% 22
2022
Q1 		$1.27M Sell
18,990
-70
-0.4% -$4.55K 1.16% 26
2021
Q4 		$1.31M Buy
+19,060
New +$1.23M 1.17% 26

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

Laraway Financial Advisors's SPLV Position: Q1 2026 in Review

Laraway Financial Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.29% in Q1 2026, buying an estimated $3.93K and bringing the position to 18,095 shares worth $1.32M. The position accounts for 0.93% of the portfolio, ranked #30.

Laraway Financial Advisors first reported a position in SPLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Laraway Financial Advisors held 18,095 shares of Invesco S&P 500 Low Volatility ETF worth $1.32M as of Q1 2026.
  • Laraway Financial Advisors bought 53 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $3.93K.
  • Invesco S&P 500 Low Volatility ETF made up 0.93% of Laraway Financial Advisors's portfolio in Q1 2026, its #30 holding.
  • Laraway Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 18 quarters since.
  • Laraway Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.33M in Q1 2025.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.