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 Q3	$400K	Sell	5,679 -1,933	-25%	-$145K	0.13%	74
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

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return

Rede Wealth's SPLV Position: Q3 2026 in Review

Rede Wealth reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 25% in Q3 2026, selling an estimated $145K and leaving 5,679 shares worth $400K. The position accounts for 0.13% of the portfolio, ranked #74.

Rede Wealth first reported a position in SPLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.14M in Q2 2021. 219 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Rede Wealth held 5,679 shares of Invesco S&P 500 Low Volatility ETF worth $400K as of Q3 2026.
Rede Wealth sold 1,933 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $145K.
Invesco S&P 500 Low Volatility ETF made up 0.13% of Rede Wealth's portfolio in Q3 2026, its #74 holding.
Rede Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and has held it in 23 quarters since.
Rede Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $2.14M in Q2 2021.
219 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.