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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rede Wealth's SPLV Position: Q1 2026 in Review

Rede Wealth reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 9.9% in Q1 2026, selling an estimated $61.9K and leaving 7,612 shares worth $557K. The position accounts for 0.2% of the portfolio, ranked #55.

Rede Wealth first reported a position in SPLV in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.14M in Q2 2021. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Rede Wealth held 7,612 shares of Invesco S&P 500 Low Volatility ETF worth $557K as of Q1 2026.
Rede Wealth sold 835 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $61.9K.
Invesco S&P 500 Low Volatility ETF made up 0.2% of Rede Wealth's portfolio in Q1 2026, its #55 holding.
Rede Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and has held it in 21 quarters since.
Rede Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $2.14M in Q2 2021.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.