Midwest Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Midwest Financial Group’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	$1.34M	Buy	18,380 +135	+0.7%	+$10K	0.57%	43
2025 Q4	$1.3M	Buy	18,245 +1	+0%	+$72	0.58%	45
2025 Q3	$1.34M	Hold	18,244	–	–	0.64%	40
2025 Q2	$1.33M	Sell	18,244 -284	-2%	-$20.6K	0.7%	40
2025 Q1	$1.38M	Buy	18,528 +475	+3%	+$34.3K	0.8%	34
2024 Q4	$1.26M	Sell	18,053 -110	-0.6%	-$7.94K	0.73%	37
2024 Q3	$1.3M	Sell	18,163 -162	-0.9%	-$11.1K	0.77%	34
2024 Q2	$1.19M	Sell	18,325 -214	-1%	-$13.9K	0.76%	36
2024 Q1	$1.22M	Buy	18,539 +181	+1%	+$11.5K	0.82%	33
2023 Q4	$1.15M	Buy	18,358 +211	+1%	+$12.7K	0.86%	31
2023 Q3	$1.07M	Buy	18,147 +1,678	+10%	+$104K	0.9%	30
2023 Q2	$1.03M	Buy	16,469 +278	+2%	+$17.4K	0.88%	26
2023 Q1	$1.01M	Buy	+16,191	New	+$1.01M	0.93%	26

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

Midwest Financial Group's SPLV Position: Q1 2026 in Review

Midwest Financial Group increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.74% in Q1 2026, buying an estimated $10K and bringing the position to 18,380 shares worth $1.34M. The position accounts for 0.57% of the portfolio, ranked #43.

Midwest Financial Group first reported a position in SPLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Midwest Financial Group held 18,380 shares of Invesco S&P 500 Low Volatility ETF worth $1.34M as of Q1 2026.
Midwest Financial Group bought 135 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $10K.
Invesco S&P 500 Low Volatility ETF made up 0.57% of Midwest Financial Group's portfolio in Q1 2026, its #43 holding.
Midwest Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $1.38M in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.