Redwood Financial Network’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Redwood Financial Network’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	$574K	Buy	7,659 +186	+2%	+$13.7K	0.32%	88
2026 Q1	$547K	Buy	7,473 +476	+7%	+$35.3K	0.36%	81
2025 Q4	$500K	Sell	6,997 -124	-2%	-$8.92K	0.32%	93
2025 Q3	$523K	Sell	7,121 -458	-6%	-$33.5K	0.33%	95
2025 Q2	$552K	Sell	7,579 -47	-0.6%	-$3.4K	0.37%	81
2025 Q1	$570K	Sell	7,626 -154	-2%	-$11.1K	0.43%	68
2024 Q4	$545K	Sell	7,780 -61	-0.8%	-$4.4K	0.41%	77
2024 Q3	$562K	Buy	7,841 +171	+2%	+$11.7K	0.44%	70
2024 Q2	$498K	Buy	7,670 +63	+0.8%	+$4.08K	0.42%	77
2024 Q1	$501K	Sell	7,607 -519	-6%	-$33.1K	0.44%	71
2023 Q4	$509K	Sell	8,126 -231	-3%	-$13.9K	0.49%	66
2023 Q3	$491K	Sell	8,357 -402	-5%	-$24.8K	0.52%	67
2023 Q2	$550K	Sell	8,759 -483	-5%	-$30.2K	0.52%	65
2023 Q1	$577K	Sell	9,242 -542	-6%	-$33.9K	0.59%	56
2022 Q4	$625K	Sell	9,784 -432	-4%	-$26.8K	0.71%	47
2022 Q3	$591K	Buy	10,216 +403	+4%	+$25.5K	0.67%	52
2022 Q2	$608K	Buy	9,813 +72	+0.7%	+$4.66K	0.66%	55
2022 Q1	$654K	Buy	+9,741	New	+$634K	0.61%	59

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

Redwood Financial Network's SPLV Position: Q2 2026 in Review

Redwood Financial Network increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 2.5% in Q2 2026, buying an estimated $13.7K and bringing the position to 7,659 shares worth $574K. The position accounts for 0.32% of the portfolio, ranked #88.

Redwood Financial Network first reported a position in SPLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $654K in Q1 2022. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Redwood Financial Network held 7,659 shares of Invesco S&P 500 Low Volatility ETF worth $574K as of Q2 2026.
Redwood Financial Network bought 186 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $13.7K.
Invesco S&P 500 Low Volatility ETF made up 0.32% of Redwood Financial Network's portfolio in Q2 2026, its #88 holding.
Redwood Financial Network first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and has held it in 18 quarters since.
Redwood Financial Network's Invesco S&P 500 Low Volatility ETF position peaked at $654K in Q1 2022.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.