McCarter Private Wealth Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

McCarter Private Wealth Services’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	$374K	Hold	5,114	–	–	0.16%	112
2025 Q4	$365K	Sell	5,114 -208	-4%	-$15K	0.16%	114
2025 Q3	$391K	Hold	5,322	–	–	0.2%	93
2025 Q2	$388K	Hold	5,322	–	–	0.22%	81
2025 Q1	$398K	Hold	5,322	–	–	0.26%	68
2024 Q4	$373K	Hold	5,322	–	–	0.24%	71
2024 Q3	$382K	Buy	+5,322	New	+$365K	0.24%	72

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

McCarter Private Wealth Services's SPLV Position: Q1 2026 in Review

McCarter Private Wealth Services held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 5,114 shares worth $374K. The position accounts for 0.16% of the portfolio, ranked #112.

McCarter Private Wealth Services first reported a position in SPLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $398K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

McCarter Private Wealth Services held 5,114 shares of Invesco S&P 500 Low Volatility ETF worth $374K as of Q1 2026.
McCarter Private Wealth Services left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.16% of McCarter Private Wealth Services's portfolio in Q1 2026, its #112 holding.
McCarter Private Wealth Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Invesco S&P 500 Low Volatility ETF position peaked at $398K in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.