Ogorek Anthony Joseph’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ogorek Anthony Joseph’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	$25K	Buy	334 +2	+0.6%	+$147	0.01%	264
2026 Q1	$24K	Buy	332 +2	+0.6%	+$148	0.01%	261
2025 Q4	$23K	Buy	330 +2	+0.6%	+$144	0.01%	268
2025 Q3	$24K	Buy	328 +1	+0.3%	+$73	0.01%	261
2025 Q2	$23K	Buy	327 +2	+0.6%	+$145	0.01%	261
2025 Q1	$24K	Buy	325 +1	+0.3%	+$72	0.01%	241
2024 Q4	$22K	Buy	324 +2	+0.6%	+$144	0.01%	172
2024 Q3	$23K	Buy	322 +1	+0.3%	+$69	0.01%	165
2024 Q2	$20K	Buy	321 +2	+0.6%	+$130	0.01%	165
2024 Q1	$21K	Hold	319	–	–	0.01%	165
2023 Q4	$19K	Hold	319	–	–	0.01%	170
2023 Q3	$18K	Hold	319	–	–	0.01%	177
2023 Q2	$20K	Hold	319	–	–	0.01%	158
2023 Q1	$19K	Hold	319	–	–	0.01%	161
2022 Q4	$20K	Hold	319	–	–	0.01%	122
2022 Q3	$18K	Hold	319	–	–	0.01%	122
2022 Q2	$19K	Hold	319	–	–	0.01%	121
2022 Q1	$21K	Sell	319 -35	-10%	-$2.28K	0.01%	136
2021 Q4	$24K	Buy	354 +35	+11%	+$2.25K	0.01%	121
2021 Q3	$19K	Hold	319	–	–	0.01%	138
2021 Q2	$19K	Hold	319	–	–	0.01%	131
2021 Q1	$18K	Hold	319	–	–	0.01%	123
2020 Q4	$17K	Hold	319	–	–	0.01%	111
2020 Q3	$17K	Hold	319	–	–	0.01%	98
2020 Q2	$15K	Hold	319	–	–	0.01%	97
2020 Q1	$14K	Hold	319	–	–	0.01%	100
2019 Q4	$18K	Hold	319	–	–	0.01%	99
2019 Q3	$18K	Hold	319	–	–	0.01%	76
2019 Q2	$17K	Hold	319	–	–	0.01%	80
2019 Q1	$16K	Hold	319	–	–	0.01%	79
2018 Q4	$14K	Hold	319	–	–	0.01%	80
2018 Q3	$15K	Hold	319	–	–	0.01%	79
2018 Q2	$15K	Buy	+319	New	+$15K	0.01%	67

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

Ogorek Anthony Joseph's SPLV Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.6% in Q2 2026, buying an estimated $147 and bringing the position to 334 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #264.

Ogorek Anthony Joseph first reported a position in SPLV in Q2 2018 and has held it in 33 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Ogorek Anthony Joseph held 334 shares of Invesco S&P 500 Low Volatility ETF worth $25K as of Q2 2026.
Ogorek Anthony Joseph bought 2 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $147.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #264 holding.
Ogorek Anthony Joseph first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2018 and has held it in 33 quarters since.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.