LLWM
SPLV icon

Life Line Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Life Line Wealth 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 		$509K Buy
6,955
+232
+3% +$17.2K 0.23% 20
2025
Q4 		$480K Buy
6,723
+37
+0.6% +$2.66K 0.14% 19
2025
Q3 		$491K Buy
6,686
+35
+0.5% +$2.56K 0.15% 19
2025
Q2 		$484K Buy
6,651
+33
+0.5% +$2.39K 0.16% 19
2025
Q1 		$495K Buy
6,618
+8
+0.1% +$578 0.18% 18
2024
Q4 		$463K Buy
6,610
+28
+0.4% +$2.02K 0.17% 12
2024
Q3 		$472K Sell
6,582
-372,292
-98% -$25.6M 0.17% 11
2024
Q2 		$24.6M Buy
378,874
+372,132
+5,520% +$24.1M 9.3% 7
2024
Q1 		$444K Buy
6,742
+116
+2% +$7.4K 0.17% 17
2023
Q4 		$415K Buy
+6,626
New +$399K 0.16% 19

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

Life Line Wealth Management's SPLV Position: Q1 2026 in Review

Life Line Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.5% in Q1 2026, buying an estimated $17.2K and bringing the position to 6,955 shares worth $509K. The position accounts for 0.23% of the portfolio, ranked #20.

Life Line Wealth Management first reported a position in SPLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.6M in Q2 2024. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Life Line Wealth Management held 6,955 shares of Invesco S&P 500 Low Volatility ETF worth $509K as of Q1 2026.
  • Life Line Wealth Management bought 232 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $17.2K.
  • Invesco S&P 500 Low Volatility ETF made up 0.23% of Life Line Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Life Line Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 10 quarters since.
  • Life Line Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $24.6M in Q2 2024.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.