Meitav Investment House’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Meitav Investment House’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
2025 Q3	–	Sell	-4,477	Closed	-$323K	–	244
2025 Q2	$323K	Buy	4,477 +200	+5%	+$14.5K	﹤0.01%	191
2025 Q1	$317K	Buy	+4,277	New	+$309K	0.01%	193
2023 Q3	–	Sell	-690	Closed	-$43.2K	–	492
2023 Q2	$43.2K	Buy	+690	New	+$43.2K	﹤0.01%	454
2023 Q1	–	Sell	-5,440	Closed	-$348K	–	375
2022 Q4	$348K	Sell	5,440 -490	-8%	-$30.4K	0.01%	311
2022 Q3	$345K	Buy	5,930 +940	+19%	+$59.5K	0.01%	311
2022 Q2	$309K	Sell	4,990 -140	-3%	-$9.05K	0.01%	302
2022 Q1	$344K	Buy	5,130 +1,127	+28%	+$73.3K	0.01%	330
2021 Q4	$274K	Sell	4,003 -620	-13%	-$39.9K	﹤0.01%	352
2021 Q3	$281K	Buy	4,623 +406	+10%	+$25.6K	﹤0.01%	353
2021 Q2	$257K	Buy	+4,217	New	+$256K	0.01%	370
2021 Q1	–	Sell	-26,907	Closed	-$1.51M	–	467
2020 Q4	$1.51M	Buy	+26,907	New	+$1.48M	0.06%	141
2018 Q4	–	Sell	-21,500	Closed	-$1.06M	–	433
2018 Q3	$1.06M	Hold	21,500	–	–	0.05%	203
2018 Q2	$1.02M	Sell	21,500 -5,366	-20%	-$252K	0.05%	201
2018 Q1	$1.26M	Buy	+26,866	New	+$1.27M	0.06%	125

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

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

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

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

Meitav Investment House's SPLV Position: Q3 2025 in Review

Meitav Investment House sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 4,477 shares — an estimated $323K sold.

Meitav Investment House first reported a position in SPLV in Q1 2018 and held it in 14 quarters. The position peaked at $1.51M in Q4 2020. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

Meitav Investment House reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Meitav Investment House sold 4,477 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $323K.
Meitav Investment House first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2018 and held it in 14 quarters.
Meitav Investment House's Invesco S&P 500 Low Volatility ETF position peaked at $1.51M in Q4 2020.
729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on Meitav Investment House's 13F filing for Q3 2025, filed 29 Oct 2025.