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

MONECO 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	$885K	Sell	12,101 -175	-1%	-$13K	0.07%	228
2025 Q4	$877K	Sell	12,276 -46	-0.4%	-$3.31K	0.07%	228
2025 Q3	$905K	Sell	12,322 -268	-2%	-$19.6K	0.08%	217
2025 Q2	$917K	Sell	12,590 -214	-2%	-$15.5K	0.09%	204
2025 Q1	$957K	Buy	12,804 +163	+1%	+$11.8K	0.1%	184
2024 Q4	$885K	Buy	12,641 +125	+1%	+$9.02K	0.09%	193
2024 Q3	$898K	Sell	12,516 -804	-6%	-$55.2K	0.11%	169
2024 Q2	$865K	Sell	13,320 -954	-7%	-$61.8K	0.13%	161
2024 Q1	$940K	Buy	14,274 +1,695	+13%	+$108K	0.15%	156
2023 Q4	$788K	Buy	+12,579	New	+$757K	0.15%	161
2023 Q1	–	Sell	-3,334	Closed	-$213K	–	328
2022 Q4	$213K	Buy	+3,334	New	+$207K	0.08%	245

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

MONECO Advisors's SPLV Position: Q1 2026 in Review

MONECO Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.4% in Q1 2026, selling an estimated $13K and leaving 12,101 shares worth $885K. The position accounts for 0.07% of the portfolio, ranked #228.

MONECO Advisors first reported a position in SPLV in Q4 2022 and has held it in 11 quarters since. The position peaked at $957K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

MONECO Advisors held 12,101 shares of Invesco S&P 500 Low Volatility ETF worth $885K as of Q1 2026.
MONECO Advisors sold 175 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $13K.
Invesco S&P 500 Low Volatility ETF made up 0.07% of MONECO Advisors's portfolio in Q1 2026, its #228 holding.
MONECO Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 11 quarters since.
MONECO Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $957K in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.