Principle Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Principle Wealth Partners’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 Q3	$997K	Buy	14,142 +1	+0%	+$75	0.05%	191
2026 Q2	$1.06M	Buy	14,141 +1	+0%	+$74	0.05%	180
2026 Q1	$1.03M	Buy	14,140 +1	+0%	+$74	0.06%	169
2025 Q4	$1.01M	Sell	14,139 -699	-5%	-$50.3K	0.06%	169
2025 Q3	$1.09M	Buy	14,838 +1	+0%	+$73	0.06%	158
2025 Q2	$1.08M	Buy	14,837 +1	+0%	+$72	0.07%	157
2025 Q1	$1.11M	Hold	14,836	–	–	0.08%	148
2024 Q4	$1.04M	Hold	14,836	–	–	0.07%	151
2024 Q3	$1.06M	Hold	14,836	–	–	0.08%	154
2024 Q2	$964K	Sell	14,836 -785	-5%	-$50.8K	0.07%	158
2024 Q1	$1.03M	Hold	15,621	–	–	0.08%	158
2023 Q4	$979K	Hold	15,621	–	–	0.08%	156
2023 Q3	$918K	Hold	15,621	–	–	0.09%	155
2023 Q2	$981K	Hold	15,621	–	–	0.1%	143
2023 Q1	$975K	Hold	15,621	–	–	0.1%	138
2022 Q4	$998K	Hold	15,621	–	–	0.11%	130
2022 Q3	$903K	Sell	15,621 -200	-1%	-$12.6K	0.09%	128
2022 Q2	$981K	Sell	15,821 -1,482	-9%	-$95.8K	0.12%	135
2022 Q1	$1.16M	Sell	17,303 -463	-3%	-$30.1K	0.12%	125
2021 Q4	$1.22M	Sell	17,766 -929	-5%	-$59.8K	0.13%	121
2021 Q3	$1.14M	Buy	18,695 +1,691	+10%	+$107K	0.13%	121
2021 Q2	$1.04M	Buy	17,004 +6	+0%	+$364	0.12%	128
2021 Q1	$988K	Sell	16,998 -1,079	-6%	-$60.7K	0.12%	125
2020 Q4	$1.02M	Buy	+18,077	New	+$993K	0.13%	121
2020 Q3	–	Sell	-375	Closed	-$19K	–	388
2020 Q2	$19K	Buy	+375	New	+$18.4K	0.01%	359

Other funds holding SPLV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principle Wealth Partners's SPLV Position: Q3 2026 in Review

Principle Wealth Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.01% in Q3 2026, buying an estimated $75 and bringing the position to 14,142 shares worth $997K. The position accounts for 0.05% of the portfolio, ranked #191.

Principle Wealth Partners first reported a position in SPLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.22M in Q4 2021. 651 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Principle Wealth Partners held 14,142 shares of Invesco S&P 500 Low Volatility ETF worth $997K as of Q3 2026.
Principle Wealth Partners bought 1 Invesco S&P 500 Low Volatility ETF share in Q3 2026, an estimated $75.
Invesco S&P 500 Low Volatility ETF made up 0.05% of Principle Wealth Partners's portfolio in Q3 2026, its #191 holding.
Principle Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2020 and has held it in 25 quarters since.
Principle Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $1.22M in Q4 2021.
651 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.