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Regal Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Regal Investment Advisors’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 		$859K Buy
11,743
+3,561
+44% +$264K 0.05% 322
2025
Q4 		$584K Buy
8,182
+1,855
+29% +$133K 0.03% 387
2025
Q3 		$465K Sell
6,327
-43
-0.7% -$3.14K 0.03% 390
2025
Q2 		$464K Sell
6,370
-215
-3% -$15.6K 0.03% 351
2025
Q1 		$492K Buy
+6,585
New +$476K 0.04% 328
2023
Q1 		– Sell
-4,299
Closed -$275K – 553
2022
Q4 		$275K Sell
4,299
-1,283
-23% -$79.6K 0.03% 396
2022
Q3 		$323K Buy
5,582
+30
+0.5% +$1.9K 0.03% 350
2022
Q2 		$344K Buy
5,552
+836
+18% +$54.1K 0.04% 349
2022
Q1 		$316K Buy
4,716
+934
+25% +$60.8K 0.03% 393
2021
Q4 		$260K Buy
3,782
+4
+0.1% +$258 0.02% 464
2021
Q3 		$230K Buy
+3,778
New +$238K 0.02% 481
2015
Q4 		– Sell
-3,952
Closed -$142K – 789
2015
Q3 		$142K Buy
3,952
+3,695
+1,438% +$137K 0.04% 296
2015
Q2 		$9K Sell
257
-1,968
-88% -$73.8K ﹤0.01% 676
2015
Q1 		$84K Sell
2,225
-1,030
-32% -$39.2K 0.02% 363
2014
Q4 		$124K Hold
3,255
– – 0.03% 277
2014
Q3 		$114K Sell
3,255
-2,050
-39% -$71.8K 0.03% 288
2014
Q2 		$189K Buy
+5,305
New +$184K 0.07% 209

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 $377B AUM 19.32% 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

Regal Investment Advisors's SPLV Position: Q1 2026 in Review

Regal Investment Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 44% in Q1 2026, buying an estimated $264K and bringing the position to 11,743 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #322.

Regal Investment Advisors first reported a position in SPLV in Q2 2014 and has held it in 17 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Regal Investment Advisors held 11,743 shares of Invesco S&P 500 Low Volatility ETF worth $859K as of Q1 2026.
  • Regal Investment Advisors bought 3,561 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $264K.
  • Invesco S&P 500 Low Volatility ETF made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #322 holding.
  • Regal Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2014 and has held it in 17 quarters since.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.