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Richmond Investment Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Richmond Investment Services’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 		$247K Buy
3,374
+12
+0.4% +$889 0.04% 229
2025
Q4 		$240K Buy
3,362
+13
+0.4% +$935 0.04% 208
2025
Q3 		$246K Buy
3,349
+11
+0.3% +$804 0.05% 200
2025
Q2 		$243K Buy
+3,338
New +$242K 0.05% 187

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 $71.6B AUM 21.08% 1-Year Est. Return

Richmond Investment Services's SPLV Position: Q1 2026 in Review

Richmond Investment Services increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.36% in Q1 2026, buying an estimated $889 and bringing the position to 3,374 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #229.

Richmond Investment Services first reported a position in SPLV in Q2 2025 and has held it in 4 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Richmond Investment Services held 3,374 shares of Invesco S&P 500 Low Volatility ETF worth $247K as of Q1 2026.
  • Richmond Investment Services bought 12 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $889.
  • Invesco S&P 500 Low Volatility ETF made up 0.04% of Richmond Investment Services's portfolio in Q1 2026, its #229 holding.
  • Richmond Investment Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 4 quarters since.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.