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
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nalls Sherbakoff Group's SPLV Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q4 2025 at 1,211 shares worth $86.5K. The position accounts for 0.06% of the portfolio, ranked #155.

Nalls Sherbakoff Group first reported a position in SPLV in Q4 2018 and has held it in 9 quarters since. The position peaked at $90K in Q1 2025. 749 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Nalls Sherbakoff Group held 1,211 shares of Invesco S&P 500 Low Volatility ETF worth $86.5K as of Q4 2025.
Nalls Sherbakoff Group left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q4 2025.
Invesco S&P 500 Low Volatility ETF made up 0.06% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #155 holding.
Nalls Sherbakoff Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Invesco S&P 500 Low Volatility ETF position peaked at $90K in Q1 2025.
749 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.