Peterson Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Peterson Wealth Management’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	$2.43K	Buy	+33	New	+$2.44K	﹤0.01%	160
2025 Q4	–	Sell	-46,127	Closed	-$3.39M	–	46
2025 Q3	$3.39M	Buy	46,127 +566	+1%	+$41.4K	2.35%	16
2025 Q2	$3.32M	Buy	45,561 +41,686	+1,076%	+$3.02M	1.97%	20
2025 Q1	$290K	Buy	+3,875	New	+$280K	0.19%	47
2024 Q1	–	Sell	-36,145	Closed	-$2.26M	–	58
2023 Q4	$2.26M	Sell	36,145 -83,013	-70%	-$5M	2.04%	14
2023 Q3	$7.01M	Buy	119,158 +2,642	+2%	+$163K	5.76%	5
2023 Q2	$7.32M	Buy	116,516 +1,958	+2%	+$123K	5.8%	5
2023 Q1	$7.15M	Buy	114,558 +12,696	+12%	+$793K	6.84%	5
2022 Q4	$6.51M	Sell	101,862 -10,590	-9%	-$657K	6.63%	5
2022 Q3	$6.5M	Buy	112,452 +36,407	+48%	+$2.3M	6.06%	5
2022 Q2	$4.71M	Buy	76,045 +1,151	+2%	+$74.4K	6.09%	5
2022 Q1	$5.03M	Buy	74,894 +16,855	+29%	+$1.1M	3.37%	10
2021 Q4	$3.98M	Buy	58,039 +3,544	+7%	+$228K	2.66%	14
2021 Q3	$3.31M	Buy	54,495 +821	+2%	+$51.8K	2.57%	13
2021 Q2	$3.27M	Sell	53,674 -10,801	-17%	-$655K	2.55%	13
2021 Q1	$3.75M	Buy	64,475 +2,904	+5%	+$163K	3.18%	12
2020 Q4	$3.46M	Buy	61,571 +2,085	+4%	+$114K	2.81%	14
2020 Q3	$3.19M	Sell	59,486 -8,003	-12%	-$425K	2.83%	14
2020 Q2	$3.35M	Buy	67,489 +466	+0.7%	+$22.9K	3.33%	11
2020 Q1	$3.15M	Sell	67,023 -36,270	-35%	-$2.03M	3.83%	10
2019 Q4	$6.05M	Buy	+103,293	New	+$5.93M	5.5%	6

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

Peterson Wealth Management's SPLV Position: Q1 2026 in Review

Peterson Wealth Management opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026: 33 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #160 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in SPLV as recently as Q3 2025.

Peterson Wealth Management first reported a position in SPLV in Q4 2019 and has held it in 21 quarters since. The position peaked at $7.32M in Q2 2023. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Peterson Wealth Management held 33 shares of Invesco S&P 500 Low Volatility ETF worth $2.43K as of Q1 2026.
Invesco S&P 500 Low Volatility ETF was a new Peterson Wealth Management position in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Peterson Wealth Management's portfolio in Q1 2026, its #160 holding.
Peterson Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 21 quarters since.
Peterson Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $7.32M in Q2 2023.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.