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 Q2	$740K	Sell	9,877 -1,866	-16%	-$137K	0.04%	379
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 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

Regal Investment Advisors's SPLV Position: Q2 2026 in Review

Regal Investment Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 16% in Q2 2026, selling an estimated $137K and leaving 9,877 shares worth $740K. The position accounts for 0.04% of the portfolio, ranked #379.

Regal Investment Advisors first reported a position in SPLV in Q2 2014 and has held it in 18 quarters since. The position peaked at $859K in Q1 2026. 759 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Regal Investment Advisors held 9,877 shares of Invesco S&P 500 Low Volatility ETF worth $740K as of Q2 2026.
Regal Investment Advisors sold 1,866 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $137K.
Invesco S&P 500 Low Volatility ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #379 holding.
Regal Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2014 and has held it in 18 quarters since.
Regal Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $859K in Q1 2026.
759 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.