Moneta Group Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Moneta Group Investment 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	$606K	Buy	8,291 +498	+6%	+$36.9K	﹤0.01%	457
2025 Q4	$557K	Buy	7,793 +317	+4%	+$22.8K	﹤0.01%	469
2025 Q3	$549K	Buy	7,476 +1,806	+32%	+$132K	﹤0.01%	468
2025 Q2	$413K	Hold	5,670	–	–	﹤0.01%	481
2025 Q1	$424K	Sell	5,670 -249	-4%	-$18K	0.01%	452
2024 Q4	$414K	Buy	5,919 +465	+9%	+$33.5K	0.01%	455
2024 Q3	$391K	Sell	5,454 -142	-3%	-$9.75K	0.01%	465
2024 Q2	$363K	Sell	5,596 -432	-7%	-$28K	0.01%	445
2024 Q1	$397K	Buy	6,028 +2,299	+62%	+$147K	0.01%	421
2023 Q4	$234K	Hold	3,729	–	–	﹤0.01%	500
2023 Q3	$219K	Hold	3,729	–	–	0.01%	476
2023 Q2	$234K	Buy	+3,729	New	+$233K	0.01%	473

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 $79.5B AUM 27.1% 1-Year Est. Return

Moneta Group Investment Advisors's SPLV Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 6.4% in Q1 2026, buying an estimated $36.9K and bringing the position to 8,291 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Moneta Group Investment Advisors first reported a position in SPLV in Q2 2023 and has held it in 12 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Moneta Group Investment Advisors held 8,291 shares of Invesco S&P 500 Low Volatility ETF worth $606K as of Q1 2026.
Moneta Group Investment Advisors bought 498 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $36.9K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #457 holding.
Moneta Group Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and has held it in 12 quarters since.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.