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Moseley Investment Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Moseley Investment 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 		$253K Hold
3,459
– – 0.08% 132
2025
Q4 		$247K Sell
3,459
-102
-3% -$7.33K 0.08% 139
2025
Q3 		$262K Sell
3,561
-313
-8% -$22.9K 0.08% 144
2025
Q2 		$282K Hold
3,874
– – 0.1% 129
2025
Q1 		$289K Hold
3,874
– – 0.11% 116
2024
Q4 		$271K Buy
3,874
+70
+2% +$5.05K 0.11% 123
2024
Q3 		$273K Sell
3,804
-10
-0.3% -$687 0.11% 124
2024
Q2 		$248K Sell
3,814
-50
-1% -$3.24K 0.12% 123
2024
Q1 		$255K Sell
3,864
-141
-4% -$8.99K 0.13% 124
2023
Q4 		$251K Sell
4,005
-522
-12% -$31.4K 0.14% 123
2023
Q3 		$266K Hold
4,527
– – 0.16% 120
2023
Q2 		$284K Sell
4,527
-45
-1% -$2.82K 0.17% 114
2023
Q1 		$285K Sell
4,572
-140
-3% -$8.75K 0.19% 109
2022
Q4 		$301K Sell
4,712
-585
-11% -$36.3K 0.22% 105
2022
Q3 		$306K Sell
5,297
-20
-0.4% -$1.26K 0.22% 101
2022
Q2 		$330K Sell
5,317
-7
-0.1% -$453 0.23% 101
2022
Q1 		$357K Hold
5,324
– – 0.19% 118
2021
Q4 		$365K Sell
5,324
-31
-0.6% -$2K 0.17% 131
2021
Q3 		$327K Sell
5,355
-115
-2% -$7.25K 0.16% 133
2021
Q2 		$333K Sell
5,470
-16
-0.3% -$970 0.16% 128
2021
Q1 		$319K Buy
+5,486
New +$308K 0.18% 119
2020
Q4 		– Sell
-5,676
Closed -$304K – 159
2020
Q3 		$304K Sell
5,676
-674
-11% -$35.8K 0.22% 100
2020
Q2 		$315K Sell
6,350
-5,150
-45% -$253K 0.26% 96
2020
Q1 		$540K Sell
11,500
-2,890
-20% -$162K 0.63% 53
2019
Q4 		$840K Buy
14,390
+1,000
+7% +$57.4K 0.83% 41
2019
Q3 		$775K Buy
13,390
+2,450
+22% +$138K 0.81% 40
2019
Q2 		$602K Hold
10,940
– – 0.56% 51
2019
Q1 		$576K Buy
+10,940
New +$548K 0.6% 50

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moseley Investment Management's SPLV Position: Q1 2026 in Review

Moseley Investment Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 3,459 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #132.

Moseley Investment Management first reported a position in SPLV in Q1 2019 and has held it in 28 quarters since. The position peaked at $840K in Q4 2019. 758 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Moseley Investment Management held 3,459 shares of Invesco S&P 500 Low Volatility ETF worth $253K as of Q1 2026.
  • Moseley Investment Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.08% of Moseley Investment Management's portfolio in Q1 2026, its #132 holding.
  • Moseley Investment Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and has held it in 28 quarters since.
  • Moseley Investment Management's Invesco S&P 500 Low Volatility ETF position peaked at $840K in Q4 2019.
  • 758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.