Panoramic Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Panoramic Investment Advisors’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	$580K	Buy	7,928 +36	+0.5%	+$2.67K	0.31%	70
2025 Q4	$564K	Buy	7,892 +38	+0.5%	+$2.73K	0.31%	68
2025 Q3	$577K	Buy	7,854 +36	+0.5%	+$2.63K	0.32%	61
2025 Q2	$569K	Buy	7,818 +63	+0.8%	+$4.56K	0.35%	59
2025 Q1	$579K	Buy	7,755 +28	+0.4%	+$2.02K	0.39%	58
2024 Q4	$541K	Buy	7,727 +28	+0.4%	+$2.02K	0.35%	63
2024 Q3	$552K	Buy	+7,699	New	+$529K	0.38%	61
2024 Q1	$503K	Buy	7,635 +37	+0.5%	+$2.36K	0.37%	62
2023 Q4	$476K	Buy	7,598 +45	+0.6%	+$2.71K	0.41%	58
2023 Q3	$444K	Buy	+7,553	New	+$467K	0.41%	59
2022 Q4	$496K	Buy	+7,758	New	+$481K	0.51%	50

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

Panoramic Investment Advisors's SPLV Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.46% in Q1 2026, buying an estimated $2.67K and bringing the position to 7,928 shares worth $580K. The position accounts for 0.31% of the portfolio, ranked #70.

Panoramic Investment Advisors first reported a position in SPLV in Q4 2022 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Panoramic Investment Advisors held 7,928 shares of Invesco S&P 500 Low Volatility ETF worth $580K as of Q1 2026.
Panoramic Investment Advisors bought 36 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $2.67K.
Invesco S&P 500 Low Volatility ETF made up 0.31% of Panoramic Investment Advisors's portfolio in Q1 2026, its #70 holding.
Panoramic Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 11 quarters since.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.