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NorthRock Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

NorthRock Partners’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 		$925K Buy
12,646
+951
+8% +$70.5K 0.01% 316
2025
Q4 		$835K Buy
11,695
+3,579
+44% +$257K 0.01% 301
2025
Q3 		$596K Buy
+8,116
New +$593K 0.01% 481
2024
Q2 		– Sell
-200
Closed -$13.2K – 856
2024
Q1 		$13.2K Sell
200
-160
-44% -$10.2K ﹤0.01% 729
2023
Q4 		$22.6K Buy
+360
New +$21.7K ﹤0.01% 650

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NorthRock Partners's SPLV Position: Q1 2026 in Review

NorthRock Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 8.1% in Q1 2026, buying an estimated $70.5K and bringing the position to 12,646 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #316.

NorthRock Partners first reported a position in SPLV in Q4 2023 and has held it in 5 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • NorthRock Partners held 12,646 shares of Invesco S&P 500 Low Volatility ETF worth $925K as of Q1 2026.
  • NorthRock Partners bought 951 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $70.5K.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #316 holding.
  • NorthRock Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 5 quarters since.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.