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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
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
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 $79.5B AUM 27.1% 1-Year Est. Return

Liberty One Investment Management's SPLV Position: Q1 2026 in Review

Liberty One Investment Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 8.1% in Q1 2026, buying an estimated $158K and bringing the position to 28,431 shares worth $2.08M. The position accounts for 0.21% of the portfolio, ranked #80.

Liberty One Investment Management first reported a position in SPLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.7M in Q4 2021. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Liberty One Investment Management held 28,431 shares of Invesco S&P 500 Low Volatility ETF worth $2.08M as of Q1 2026.
  • Liberty One Investment Management bought 2,138 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $158K.
  • Invesco S&P 500 Low Volatility ETF made up 0.21% of Liberty One Investment Management's portfolio in Q1 2026, its #80 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 26 quarters since.
  • Liberty One Investment Management's Invesco S&P 500 Low Volatility ETF position peaked at $2.7M in Q4 2021.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.