Lido Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Sell |
186,806
-44,843
| -19% | -$3.32M | 0.04% | 268 |
|
|
2025
Q4 | $17M | Buy |
231,649
+77
| +0% | +$5.54K | 0.05% | 232 |
|
|
2025
Q3 | $17M | Buy |
231,572
+3,402
| +1% | +$249K | 0.05% | 218 |
|
|
2025
Q2 | $16.6M | Buy |
228,170
+15
| +0% | +$1.09K | 0.06% | 179 |
|
|
2025
Q1 | $17M | Sell |
228,155
-7,092
| -3% | -$512K | 0.08% | 157 |
|
|
2024
Q4 | $16.5M | Sell |
235,247
-20,054
| -8% | -$1.45M | 0.07% | 157 |
|
|
2024
Q3 | $18.3M | Sell |
255,301
-30,702
| -11% | -$2.11M | 0.09% | 114 |
|
|
2024
Q2 | $18.6M | Sell |
286,003
-21,129
| -7% | -$1.37M | 0.1% | 104 |
|
|
2024
Q1 | $20.2M | Sell |
307,132
-29,307
| -9% | -$1.87M | 0.12% | 89 |
|
|
2023
Q4 | $21.1M | Sell |
336,439
-39,391
| -10% | -$2.37M | 0.14% | 77 |
|
|
2023
Q3 | $22.1M | Sell |
375,830
-27,297
| -7% | -$1.69M | 0.17% | 64 |
|
|
2023
Q2 | $25.3M | Buy |
403,127
+69,699
| +21% | +$4.36M | 0.18% | 60 |
|
|
2023
Q1 | $20.8M | Buy |
333,428
+324,436
| +3,608% | +$20.3M | 0.2% | 62 |
|
|
2022
Q4 | $575K | Buy |
8,992
+3,978
| +79% | +$247K | 0.01% | 548 |
|
|
2022
Q3 | $289K | Hold |
5,014
| – | – | ﹤0.01% | 764 |
|
|
2022
Q2 | $310K | Hold |
5,014
| – | – | ﹤0.01% | 729 |
|
|
2022
Q1 | $336K | Hold |
5,014
| – | – | ﹤0.01% | 768 |
|
|
2021
Q4 | $344K | Buy |
+5,014
| New | +$323K | ﹤0.01% | 751 |
|
|
2021
Q3 | – | Sell |
-4,000
| Closed | -$244K | – | 1017 |
|
|
2021
Q2 | $244K | Hold |
4,000
| – | – | ﹤0.01% | 802 |
|
|
2021
Q1 | $233K | Sell |
4,000
-2,327
| -37% | -$131K | ﹤0.01% | 752 |
|
|
2020
Q4 | $355K | Buy |
6,327
+2,299
| +57% | +$126K | 0.01% | 573 |
|
|
2020
Q3 | $216K | Sell |
4,028
-208
| -5% | -$11K | 0.01% | 568 |
|
|
2020
Q2 | $210K | Sell |
4,236
-56
| -1% | -$2.75K | 0.01% | 541 |
|
|
2020
Q1 | $201K | Sell |
4,292
-971
| -18% | -$54.4K | 0.01% | 519 |
|
|
2019
Q4 | $307K | Buy |
5,263
+1,263
| +32% | +$72.5K | 0.01% | 495 |
|
|
2019
Q3 | $232K | Hold |
4,000
| – | – | 0.01% | 514 |
|
|
2019
Q2 | $220K | Sell |
4,000
-308
| -7% | -$16.6K | 0.01% | 495 |
|
|
2019
Q1 | $226K | Sell |
4,308
-39,604
| -90% | -$1.98M | 0.01% | 463 |
|
|
2018
Q4 | $2.05M | Buy |
43,912
+146
| +0.3% | +$7.08K | 0.2% | 75 |
|
|
2018
Q3 | $2.17M | Hold |
43,766
| – | – | 0.21% | 71 |
|
|
2018
Q2 | $2.07M | Sell |
43,766
-1,282
| -3% | -$60.1K | 0.24% | 66 |
|
|
2018
Q1 | $2.12M | Sell |
45,048
-713
| -2% | -$33.7K | 0.29% | 56 |
|
|
2017
Q4 | $2.18M | Hold |
45,761
| – | – | 0.31% | 49 |
|
|
2017
Q3 | $2.13M | Hold |
45,761
| – | – | 0.34% | 43 |
|
|
2017
Q2 | $2.05M | Hold |
45,761
| – | – | 0.43% | 34 |
|
|
2017
Q1 | $2.01M | Hold |
45,761
| – | – | 0.56% | 32 |
|
|
2016
Q4 | $1.9M | Buy |
45,761
+713
| +2% | +$29.1K | 0.47% | 22 |
|
|
2016
Q3 | $1.87M | Sell |
45,048
-574,487
| -93% | -$24.3M | 0.57% | 15 |
|
|
2016
Q2 | $26.5M | Buy |
619,535
+73,570
| +13% | +$2.99M | 8.17% | 2 |
|
|
2016
Q1 | $22M | Buy |
+545,965
| New | +$20.8M | 7.41% | 2 |
|
Other funds holding SPLV
Lido Advisors's SPLV Position: Q1 2026 in Review
Lido Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 19% in Q1 2026, selling an estimated $3.32M and leaving 186,806 shares worth $13.7M. The position accounts for 0.04% of the portfolio, ranked #268.
Lido Advisors first reported a position in SPLV in Q1 2016 and has held it in 40 quarters since. The position peaked at $26.5M in Q2 2016. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.
- Lido Advisors held 186,806 shares of Invesco S&P 500 Low Volatility ETF worth $13.7M as of Q1 2026.
- Lido Advisors sold 44,843 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $3.32M.
- Invesco S&P 500 Low Volatility ETF made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #268 holding.
- Lido Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2016 and has held it in 40 quarters since.
- Lido Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $26.5M in Q2 2016.
- 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.