Nadler Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Nadler Financial Group’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	-5,000	Closed	-$357K	–	148
2025 Q4	$357K	Hold	5,000	–	–	0.03%	99
2025 Q3	$367K	Hold	5,000	–	–	0.04%	98
2025 Q2	$364K	Buy	+5,000	New	+$362K	0.04%	92
2022 Q2	–	Sell	-3,000	Closed	-$201K	–	120
2022 Q1	$201K	Buy	+3,000	New	+$195K	0.03%	118
2014 Q1	–	Sell	-11,448	Closed	-$380K	–	81
2013 Q4	$380K	Sell	11,448 -212,098	-95%	-$6.88M	0.25%	46
2013 Q3	$6.97M	Sell	223,546 -6,978	-3%	-$221K	5.07%	6
2013 Q2	$7.17M	Buy	+230,524	New	+$7.27M	5.06%	6

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

Nadler Financial Group's SPLV Position: Q1 2026 in Review

Nadler Financial Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 5,000 shares — an estimated $357K sold.

Nadler Financial Group first reported a position in SPLV in Q2 2013 and held it in 7 quarters. The position peaked at $7.17M in Q2 2013. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Nadler Financial Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Nadler Financial Group sold 5,000 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $357K.
Nadler Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and held it in 7 quarters.
Nadler Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $7.17M in Q2 2013.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Nadler Financial Group's 13F filing for Q1 2026, filed 4 May 2026.