RIS
SPLV icon

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
Q2 		– Sell
-3,374
Closed -$247K – 235
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Richmond Investment Services's SPLV Position: Q2 2026 in Review

Richmond Investment Services sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 3,374 shares — an estimated $247K sold.

Richmond Investment Services first reported a position in SPLV in Q2 2025 and held it in 4 quarters. The position peaked at $247K in Q1 2026. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Richmond Investment Services reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 3,374 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $247K.
  • Richmond Investment Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's Invesco S&P 500 Low Volatility ETF position peaked at $247K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.