Neuberger Berman Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Neuberger Berman 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	$236K	Sell	3,220 -5	-0.2%	-$370	﹤0.01%	1940
2025 Q4	$230K	Sell	3,225 -1,850	-36%	-$133K	﹤0.01%	1910
2025 Q3	$373K	Sell	5,075 -250	-5%	-$18.3K	﹤0.01%	1688
2025 Q2	$388K	Buy	5,325 +225	+4%	+$16.3K	﹤0.01%	1660
2025 Q1	$381K	Sell	5,100 -550	-10%	-$39.7K	﹤0.01%	1623
2024 Q4	$396K	Hold	5,650	–	–	﹤0.01%	1586
2024 Q3	$405K	Buy	+5,650	New	+$388K	﹤0.01%	1580
2020 Q1	–	Sell	-4,975	Closed	-$290K	–	1618
2019 Q4	$290K	Hold	4,975	–	–	﹤0.01%	1392
2019 Q3	$288K	Hold	4,975	–	–	﹤0.01%	1385
2019 Q2	$274K	Buy	+4,975	New	+$268K	﹤0.01%	1427

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

Neuberger Berman Group's SPLV Position: Q1 2026 in Review

Neuberger Berman Group reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.16% in Q1 2026, selling an estimated $370 and leaving 3,220 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Neuberger Berman Group first reported a position in SPLV in Q2 2019 and has held it in 10 quarters since. The position peaked at $405K in Q3 2024. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Neuberger Berman Group held 3,220 shares of Invesco S&P 500 Low Volatility ETF worth $236K as of Q1 2026.
Neuberger Berman Group sold 5 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $370.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1940 holding.
Neuberger Berman Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2019 and has held it in 10 quarters since.
Neuberger Berman Group's Invesco S&P 500 Low Volatility ETF position peaked at $405K in Q3 2024.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.