Laurel Wealth Planning’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Laurel Wealth Planning’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	$1.59M	Sell	21,772 -1,514	-7%	-$112K	0.84%	31
2025 Q4	$1.66M	Sell	23,286 -1,265	-5%	-$91K	0.92%	30
2025 Q3	$1.8M	Hold	24,551	–	–	0.95%	31
2025 Q2	$1.79M	Sell	24,551 -670	-3%	-$48.5K	1.02%	28
2025 Q1	$1.88M	Sell	25,221 -708	-3%	-$51.1K	1.25%	25
2024 Q4	$1.81M	Hold	25,929	–	–	1.17%	26
2024 Q3	$1.86M	Sell	25,929 -246	-0.9%	-$16.9K	1.21%	25
2024 Q2	$1.7M	Sell	26,175 -255	-1%	-$16.5K	1.18%	24
2024 Q1	$1.74M	Sell	26,430 -1,811	-6%	-$115K	1.16%	24
2023 Q4	$1.77M	Sell	28,241 -2,867	-9%	-$173K	1.25%	25
2023 Q3	$1.83M	Sell	31,108 -1,340	-4%	-$82.8K	1.42%	24
2023 Q2	$2.04M	Sell	32,448 -140	-0.4%	-$8.77K	1.46%	26
2023 Q1	$2.03M	Sell	32,588 -5,805	-15%	-$363K	1.35%	29
2022 Q4	$2.45M	Sell	38,393 -1,059	-3%	-$65.7K	1.58%	25
2022 Q3	$2.28M	Hold	39,452	–	–	1.68%	21
2022 Q2	$2.45M	Sell	39,452 -1,082	-3%	-$70K	1.72%	21
2022 Q1	$2.72M	Sell	40,534 -3,306	-8%	-$215K	1.84%	20
2021 Q4	$3.01M	Sell	43,840 -9,448	-18%	-$608K	2.28%	18
2021 Q3	$3.24M	Sell	53,288 -2,727	-5%	-$172K	2.62%	13
2021 Q2	$3.41M	Sell	56,015 -546	-1%	-$33.1K	2.97%	13
2021 Q1	$3.29M	Sell	56,561 -2,038	-3%	-$115K	3.01%	14
2020 Q4	$3.29M	Buy	+58,599	New	+$3.22M	3.21%	14

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

Laurel Wealth Planning's SPLV Position: Q1 2026 in Review

Laurel Wealth Planning reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 6.5% in Q1 2026, selling an estimated $112K and leaving 21,772 shares worth $1.59M. The position accounts for 0.84% of the portfolio, ranked #31.

Laurel Wealth Planning first reported a position in SPLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.41M in Q2 2021. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Laurel Wealth Planning held 21,772 shares of Invesco S&P 500 Low Volatility ETF worth $1.59M as of Q1 2026.
Laurel Wealth Planning sold 1,514 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $112K.
Invesco S&P 500 Low Volatility ETF made up 0.84% of Laurel Wealth Planning's portfolio in Q1 2026, its #31 holding.
Laurel Wealth Planning first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and has held it in 22 quarters since.
Laurel Wealth Planning's Invesco S&P 500 Low Volatility ETF position peaked at $3.41M in Q2 2021.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.