Planning Project LLC’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Planning Project LLC’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
2025 Q4	$46.4K	Buy	+650	New	+$46.7K	0.01%	70

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planning Project LLC's SPLV Position: Q4 2025 in Review

Planning Project LLC opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025: 650 shares worth $46.4K. The stake represents 0.01% of the portfolio and ranks #70 among its holdings.

750 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Planning Project LLC held 650 shares of Invesco S&P 500 Low Volatility ETF worth $46.4K as of Q4 2025.
Invesco S&P 500 Low Volatility ETF was a new Planning Project LLC position in Q4 2025.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #70 holding.
750 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.