Liberty One Investment Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Liberty One Investment 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 Q2	$134K	Sell	1,786 -26,645	-94%	-$1.96M	0.01%	151
2026 Q1	$2.08M	Buy	28,431 +2,138	+8%	+$158K	0.21%	80
2025 Q4	$1.88M	Sell	26,293 -7,177	-21%	-$516K	0.24%	77
2025 Q3	$2.46M	Sell	33,470 -552	-2%	-$40.3K	0.14%	76
2025 Q2	$2.48M	Sell	34,022 -865	-2%	-$62.6K	0.25%	72
2025 Q1	$2.61M	Sell	34,887 -671	-2%	-$48.5K	0.26%	69
2024 Q4	$2.49M	Buy	35,558 +415	+1%	+$29.9K	0.27%	71
2024 Q3	$2.52M	Sell	35,143 -180	-0.5%	-$12.4K	0.26%	74
2024 Q2	$2.29M	Sell	35,323 -16	-0%	-$1.04K	0.26%	73
2024 Q1	$2.33M	Sell	35,339 -938	-3%	-$59.8K	0.26%	75
2023 Q4	$2.27M	Sell	36,277 -994	-3%	-$59.8K	0.28%	73
2023 Q3	$2.19M	Sell	37,271 -939	-2%	-$58K	0.32%	61
2023 Q2	$2.4M	Buy	38,210 +44	+0.1%	+$2.75K	0.31%	62
2023 Q1	$2.38M	Buy	38,166 +23	+0.1%	+$1.44K	0.32%	58
2022 Q4	$2.44M	Sell	38,143 -153	-0.4%	-$9.49K	0.35%	42
2022 Q3	$2.21M	Sell	38,296 -1,732	-4%	-$110K	0.36%	39
2022 Q2	$2.44M	Buy	40,028 +739	+2%	+$47.8K	0.41%	39
2022 Q1	$2.64M	Sell	39,289 -116	-0.3%	-$7.55K	0.4%	37
2021 Q4	$2.7M	Sell	39,405 -31	-0.1%	-$2K	0.41%	37
2021 Q3	$2.4M	Sell	39,436 -592	-1%	-$37.3K	0.41%	39
2021 Q2	$2.44M	Buy	40,028 +122	+0.3%	+$7.39K	0.41%	39
2021 Q1	$2.32M	Sell	39,906 -896	-2%	-$50.4K	0.41%	40
2020 Q4	$2.29M	Sell	40,802 -1,940	-5%	-$107K	0.43%	37
2020 Q3	$2.29M	Sell	42,742 -102	-0.2%	-$5.41K	0.47%	33
2020 Q2	$2.13M	Sell	42,844 -89	-0.2%	-$4.37K	0.48%	33
2020 Q1	$2.01M	Buy	42,933 +107	+0.2%	+$5.99K	0.52%	31
2019 Q4	$2.5M	Buy	+42,826	New	+$2.46M	0.54%	31

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

Liberty One Investment Management's SPLV Position: Q2 2026 in Review

Liberty One Investment Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 94% in Q2 2026, selling an estimated $1.96M and leaving 1,786 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #151.

Liberty One Investment Management first reported a position in SPLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.7M in Q4 2021. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Liberty One Investment Management held 1,786 shares of Invesco S&P 500 Low Volatility ETF worth $134K as of Q2 2026.
Liberty One Investment Management sold 26,645 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.96M.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Liberty One Investment Management's portfolio in Q2 2026, its #151 holding.
Liberty One Investment Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 27 quarters since.
Liberty One Investment Management's Invesco S&P 500 Low Volatility ETF position peaked at $2.7M in Q4 2021.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.