Regatta Research & Money Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Regatta Research & Money 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	$155K	Buy	+2,066	New	+$152K	0.15%	135

Other funds holding SPLV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Regatta Research & Money Management's SPLV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 2,066 shares worth $155K. The stake represents 0.15% of the portfolio and ranks #135 among its holdings.

614 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Regatta Research & Money Management held 2,066 shares of Invesco S&P 500 Low Volatility ETF worth $155K as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Regatta Research & Money Management position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.15% of Regatta Research & Money Management's portfolio in Q2 2026, its #135 holding.
614 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.