PUI
SPLV icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Purpose Unlimited Inc's SPLV Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 4,147% in Q1 2026, buying an estimated $1.16M and bringing the position to 16,097 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #118.

Purpose Unlimited Inc first reported a position in SPLV in Q4 2025 and has held it in 2 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Purpose Unlimited Inc held 16,097 shares of Invesco S&P 500 Low Volatility ETF worth $1.18M as of Q1 2026.
  • Purpose Unlimited Inc bought 15,718 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $1.16M.
  • Invesco S&P 500 Low Volatility ETF made up 0.05% of Purpose Unlimited Inc's portfolio in Q1 2026, its #118 holding.
  • Purpose Unlimited Inc first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 2 quarters since.
  • 755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.