Mullooly Asset Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Mullooly Asset 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	$591K	Buy	8,086 +42	+0.5%	+$3.11K	0.22%	31
2025 Q4	$574K	Buy	8,044 +2	+0%	+$144	0.21%	30
2025 Q3	$591K	Buy	8,042 +42	+0.5%	+$3.07K	0.23%	30
2025 Q2	$583K	Buy	8,000 +35	+0.4%	+$2.53K	0.24%	27
2025 Q1	$595K	Buy	+7,965	New	+$575K	0.27%	26

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

Mullooly Asset Management's SPLV Position: Q1 2026 in Review

Mullooly Asset Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.52% in Q1 2026, buying an estimated $3.11K and bringing the position to 8,086 shares worth $591K. The position accounts for 0.22% of the portfolio, ranked #31.

Mullooly Asset Management first reported a position in SPLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $595K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Mullooly Asset Management held 8,086 shares of Invesco S&P 500 Low Volatility ETF worth $591K as of Q1 2026.
Mullooly Asset Management bought 42 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $3.11K.
Invesco S&P 500 Low Volatility ETF made up 0.22% of Mullooly Asset Management's portfolio in Q1 2026, its #31 holding.
Mullooly Asset Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 5 quarters since.
Mullooly Asset Management's Invesco S&P 500 Low Volatility ETF position peaked at $595K in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Mullooly Asset Management's 13F filing for Q1 2026, filed 7 May 2026.