LPL Financial’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,984
| Closed | -$554K | – | 6149 |
|
|
2025
Q4 | $554K | Sell |
10,984
-209
| -2% | -$10.4K | ﹤0.01% | 4619 |
|
|
2025
Q3 | $556K | Sell |
11,193
-67
| -0.6% | -$3.27K | ﹤0.01% | 4528 |
|
|
2025
Q2 | $544K | Sell |
11,260
-369
| -3% | -$17.2K | ﹤0.01% | 4305 |
|
|
2025
Q1 | $546K | Buy |
11,629
+1,071
| +10% | +$50.4K | ﹤0.01% | 4094 |
|
|
2024
Q4 | $485K | Sell |
10,558
-47
| -0.4% | -$2.21K | ﹤0.01% | 4121 |
|
|
2024
Q3 | $496K | Buy |
10,605
+1,731
| +20% | +$78.1K | ﹤0.01% | 4006 |
|
|
2024
Q2 | $388K | Sell |
8,874
-5,385
| -38% | -$230K | ﹤0.01% | 4075 |
|
|
2024
Q1 | $610K | Sell |
14,259
-5,220
| -27% | -$214K | ﹤0.01% | 3610 |
|
|
2023
Q4 | $765K | Buy |
19,479
+1,050
| +6% | +$39.3K | ﹤0.01% | 3292 |
|
|
2023
Q3 | $667K | Buy |
18,429
+3,219
| +21% | +$122K | ﹤0.01% | 3254 |
|
|
2023
Q2 | $583K | Sell |
15,210
-3,312
| -18% | -$124K | ﹤0.01% | 3311 |
|
|
2023
Q1 | $684K | Buy |
18,522
+7,256
| +64% | +$265K | ﹤0.01% | 3075 |
|
|
2022
Q4 | $411K | Buy |
11,266
+2,374
| +27% | +$85.6K | ﹤0.01% | 3428 |
|
|
2022
Q3 | $299K | Sell |
8,892
-872
| -9% | -$32.2K | ﹤0.01% | 3600 |
|
|
2022
Q2 | $349K | Sell |
9,764
-2,806
| -22% | -$106K | ﹤0.01% | 3502 |
|
|
2022
Q1 | $505K | Sell |
12,570
-9,590
| -43% | -$375K | ﹤0.01% | 3197 |
|
|
2021
Q4 | $922K | Sell |
22,160
-558
| -2% | -$22.1K | ﹤0.01% | 2730 |
|
|
2021
Q3 | $844K | Sell |
22,718
-96
| -0.4% | -$3.69K | ﹤0.01% | 2759 |
|
|
2021
Q2 | $851K | Buy |
22,814
+1,007
| +5% | +$36.8K | ﹤0.01% | 2704 |
|
|
2021
Q1 | $764K | Buy |
21,807
+8,073
| +59% | +$275K | ﹤0.01% | 2649 |
|
|
2020
Q4 | $466K | Buy |
+13,734
| New | +$452K | ﹤0.01% | 2824 |
|
LPL Financial's SPMV Position: Q1 2026 in Review
LPL Financial sold out of Invesco S&P 500 Minimum Variance ETF (SPMV) in Q1 2026, closing a stake of 10,984 shares — an estimated $554K sold.
LPL Financial first reported a position in SPMV in Q4 2020 and held it in 21 quarters. The position peaked at $922K in Q4 2021. 0 funds tracked by Wall St. Rank hold SPMV as of Q1 2026.
- LPL Financial reported no remaining Invesco S&P 500 Minimum Variance ETF position as of Q1 2026 after selling out during the quarter.
- LPL Financial sold 10,984 Invesco S&P 500 Minimum Variance ETF shares in Q1 2026, an estimated $554K.
- LPL Financial first reported a position in Invesco S&P 500 Minimum Variance ETF in Q4 2020 and held it in 21 quarters.
- LPL Financial's Invesco S&P 500 Minimum Variance ETF position peaked at $922K in Q4 2021.
- 0 funds tracked by Wall St. Rank held Invesco S&P 500 Minimum Variance ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.