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 Q3	$644K	Buy	9,129 +13	+0.1%	+$976	0.04%	337
2026 Q2	$683K	Sell	9,116 -2,985	-25%	-$220K	0.04%	319
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MONECO Advisors's SPLV Position: Q3 2026 in Review

MONECO Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.14% in Q3 2026, buying an estimated $976 and bringing the position to 9,129 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #337.

MONECO Advisors first reported a position in SPLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $957K in Q1 2025. 651 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

MONECO Advisors held 9,129 shares of Invesco S&P 500 Low Volatility ETF worth $644K as of Q3 2026.
MONECO Advisors bought 13 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $976.
Invesco S&P 500 Low Volatility ETF made up 0.04% of MONECO Advisors's portfolio in Q3 2026, its #337 holding.
MONECO Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 13 quarters since.
MONECO Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $957K in Q1 2025.
651 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.