Pinnacle Wealth Planning Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Pinnacle Wealth Planning Services’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	$151K	Sell	2,061 -312	-13%	-$23.1K	0.02%	585
2025 Q4	$169K	Buy	+2,373	New	+$171K	0.02%	529
2021 Q1	–	Sell	-760	Closed	-$43K	–	1706
2020 Q4	$43K	Sell	760 -6,485	-90%	-$356K	0.01%	860
2020 Q3	$389K	Hold	7,245	–	–	0.13%	122
2020 Q2	$360K	Sell	7,245 -170	-2%	-$8.36K	0.12%	141
2020 Q1	$347K	Buy	7,415 +750	+11%	+$42K	0.16%	125
2019 Q4	$388K	Buy	+6,665	New	+$382K	0.18%	119

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 $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Wealth Planning Services's SPLV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 13% in Q1 2026, selling an estimated $23.1K and leaving 2,061 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #585.

Pinnacle Wealth Planning Services first reported a position in SPLV in Q4 2019 and has held it in 7 quarters since. The position peaked at $389K in Q3 2020. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Pinnacle Wealth Planning Services held 2,061 shares of Invesco S&P 500 Low Volatility ETF worth $151K as of Q1 2026.
Pinnacle Wealth Planning Services sold 312 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $23.1K.
Invesco S&P 500 Low Volatility ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #585 holding.
Pinnacle Wealth Planning Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Invesco S&P 500 Low Volatility ETF position peaked at $389K in Q3 2020.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.