Merkkuri Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Merkkuri Wealth Advisors’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	$392K	Buy	5,361 +29	+0.5%	+$2.15K	0.26%	64
2025 Q4	$381K	Sell	5,332 -2,719	-34%	-$196K	0.26%	63
2025 Q3	$592K	Buy	8,051 +42	+0.5%	+$3.07K	0.43%	47
2025 Q2	$583K	Buy	8,009 +40	+0.5%	+$2.9K	0.44%	47
2025 Q1	$595K	Buy	7,969 +33	+0.4%	+$2.38K	0.51%	46
2024 Q4	$555K	Buy	7,936 +35	+0.4%	+$2.52K	0.44%	52
2024 Q3	$567K	Buy	7,901 +35	+0.4%	+$2.4K	0.45%	55
2024 Q2	$511K	Buy	+7,866	New	+$509K	0.47%	51

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

Merkkuri Wealth Advisors's SPLV Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.54% in Q1 2026, buying an estimated $2.15K and bringing the position to 5,361 shares worth $392K. The position accounts for 0.26% of the portfolio, ranked #64.

Merkkuri Wealth Advisors first reported a position in SPLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $595K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Merkkuri Wealth Advisors held 5,361 shares of Invesco S&P 500 Low Volatility ETF worth $392K as of Q1 2026.
Merkkuri Wealth Advisors bought 29 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $2.15K.
Invesco S&P 500 Low Volatility ETF made up 0.26% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #64 holding.
Merkkuri Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $595K in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.