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Purpose Unlimited Inc’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Purpose Unlimited Inc’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
Q2 		– Sell
-16,097
Closed -$1.18M – 643
2026
Q1 		$1.18M Buy
16,097
+15,718
+4,147% +$1.16M 0.05% 118
2025
Q4 		$27.1K Buy
+379
New +$27.3K ﹤0.01% 258

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Purpose Unlimited Inc's SPLV Position: Q2 2026 in Review

Purpose Unlimited Inc sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 16,097 shares — an estimated $1.18M sold.

Purpose Unlimited Inc first reported a position in SPLV in Q4 2025 and held it in 2 quarters. The position peaked at $1.18M in Q1 2026. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Purpose Unlimited Inc reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Purpose Unlimited Inc sold 16,097 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.18M.
  • Purpose Unlimited Inc first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and held it in 2 quarters.
  • Purpose Unlimited Inc's Invesco S&P 500 Low Volatility ETF position peaked at $1.18M in Q1 2026.
  • 760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.