Prelude Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Prelude Capital 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
2019 Q3	–	Sell	-400	Closed	-$22K	–	2020
2019 Q2	$22K	Buy	+400	New	+$21.5K	﹤0.01%	1274

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

Prelude Capital Management's SPLV Position: Q2 2026 in Review

Prelude Capital Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 176% in Q2 2026, buying an estimated $784K and bringing the position to 16,687 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #256.

Prelude Capital Management first reported a position in SPLV in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.43M in Q3 2025. 759 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Prelude Capital Management held 16,687 shares of Invesco S&P 500 Low Volatility ETF worth $1.25M as of Q2 2026.
Prelude Capital Management bought 10,640 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $784K.
Invesco S&P 500 Low Volatility ETF made up 0.09% of Prelude Capital Management's portfolio in Q2 2026, its #256 holding.
Prelude Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and has held it in 19 quarters since.
Prelude Capital Management's Invesco S&P 500 Low Volatility ETF position peaked at $2.43M in Q3 2025.
759 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.