Moran Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Moran Wealth Management’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	–	Sell	-29,728	Closed	-$2.12M	–	553
2025 Q4	$2.12M	Buy	29,728 +41	+0.1%	+$2.95K	0.07%	283
2025 Q3	$2.18M	Buy	29,687 +1,025	+4%	+$74.9K	0.07%	271
2025 Q2	$2.09M	Buy	+28,662	New	+$2.07M	0.06%	282
2023 Q2	–	Sell	-342,886	Closed	-$21.4M	–	416
2023 Q1	$21.4M	Sell	342,886 -262,717	-43%	-$16.4M	0.81%	31
2022 Q4	$38.7M	Buy	+605,603	New	+$37.6M	1.47%	7

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moran Wealth Management's SPLV Position: Q1 2026 in Review

Moran Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 29,728 shares — an estimated $2.12M sold.

Moran Wealth Management first reported a position in SPLV in Q4 2022 and held it in 5 quarters. The position peaked at $38.7M in Q4 2022. 758 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Moran Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Moran Wealth Management sold 29,728 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $2.12M.
Moran Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and held it in 5 quarters.
Moran Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $38.7M in Q4 2022.
758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.