Nalls Sherbakoff Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Nalls Sherbakoff 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 Q2	$44.9K	Hold	600	–	–	0.03%	194
2026 Q1	$43.9K	Sell	600 -611	-50%	-$45.3K	0.03%	202
2025 Q4	$86.5K	Hold	1,211	–	–	0.06%	155
2025 Q3	$89K	Buy	1,211 +3	+0.2%	+$219	0.06%	157
2025 Q2	$87.9K	Buy	1,208 +3	+0.2%	+$217	0.06%	150
2025 Q1	$90K	Buy	+1,205	New	+$87K	0.07%	133
2023 Q4	$37.6K	Hold	600	–	–	0.03%	189
2023 Q3	$35.3K	Hold	600	–	–	0.03%	182
2023 Q2	$36.3K	Hold	600	–	–	0.04%	183
2023 Q1	$37.1K	Buy	+600	New	+$37.5K	0.04%	187
2018 Q4	$28K	Buy	+600	New	+$29.1K	0.04%	195

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

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

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

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

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

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Nalls Sherbakoff Group's SPLV Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 600 shares worth $44.9K. The position accounts for 0.03% of the portfolio, ranked #194.

Nalls Sherbakoff Group first reported a position in SPLV in Q4 2018 and has held it in 11 quarters since. The position peaked at $90K in Q1 2025. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Nalls Sherbakoff Group held 600 shares of Invesco S&P 500 Low Volatility ETF worth $44.9K as of Q2 2026.
Nalls Sherbakoff Group left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #194 holding.
Nalls Sherbakoff Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Invesco S&P 500 Low Volatility ETF position peaked at $90K in Q1 2025.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.