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

Rede Wealth’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	$570K	Hold	7,612	–	–	0.19%	58
2026 Q1	$557K	Sell	7,612 -835	-10%	-$61.9K	0.2%	55
2025 Q4	$603K	Buy	+8,447	New	+$607K	0.21%	51
2025 Q3	–	Sell	-8,949	Closed	-$652K	–	174
2025 Q2	$652K	Sell	8,949 -100	-1%	-$7.24K	0.24%	49
2025 Q1	$676K	Hold	9,049	–	–	0.24%	42
2024 Q4	$633K	Hold	9,049	–	–	0.24%	48
2024 Q3	$649K	Hold	9,049	–	–	0.25%	46
2024 Q2	$588K	Sell	9,049 -4,827	-35%	-$313K	0.54%	42
2024 Q1	$914K	Sell	13,876 -205	-1%	-$13.1K	0.38%	30
2023 Q4	$882K	Sell	14,081 -261	-2%	-$15.7K	0.42%	32
2023 Q3	$843K	Sell	14,342 -1,879	-12%	-$116K	0.42%	25
2023 Q2	$1.02M	Hold	16,221	–	–	0.48%	24
2023 Q1	$1.01M	Sell	16,221 -391	-2%	-$24.4K	0.53%	25
2022 Q4	$1.06M	Sell	16,612 -3,772	-19%	-$234K	0.57%	22
2022 Q3	$1.18M	Sell	20,384 -1,843	-8%	-$117K	0.7%	17
2022 Q2	$1.38M	Sell	22,227 -6,981	-24%	-$451K	0.8%	14
2022 Q1	$1.96M	Sell	29,208 -690	-2%	-$44.9K	0.92%	12
2021 Q4	$2.05M	Hold	29,898	–	–	1.03%	10
2021 Q3	$1.82M	Sell	29,898 -5,191	-15%	-$327K	0.97%	10
2021 Q2	$2.14M	Sell	35,089 -935	-3%	-$56.7K	1.14%	10
2021 Q1	$2.1M	Sell	36,024 -283	-0.8%	-$15.9K	1.21%	9
2020 Q4	$2.04M	Buy	+36,307	New	+$1.99M	1.39%	8

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

Rede Wealth's SPLV Position: Q2 2026 in Review

Rede Wealth held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 7,612 shares worth $570K. The position accounts for 0.19% of the portfolio, ranked #58.

Rede Wealth first reported a position in SPLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.14M in Q2 2021. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Rede Wealth held 7,612 shares of Invesco S&P 500 Low Volatility ETF worth $570K as of Q2 2026.
Rede Wealth left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.19% of Rede Wealth's portfolio in Q2 2026, its #58 holding.
Rede Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and has held it in 22 quarters since.
Rede Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $2.14M in Q2 2021.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.