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

Richwood 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	–	Sell	-2,694	Closed	-$202K	–	104
2025 Q4	$202K	Buy	+2,694	New	+$194K	0.14%	106
2025 Q2	–	Sell	-2,694	Closed	-$201K	–	102
2025 Q1	$201K	Buy	+2,694	New	+$195K	0.17%	97
2024 Q4	–	Sell	-2,839	Closed	-$204K	–	104
2024 Q3	$204K	Sell	2,839 -730	-20%	-$50.1K	0.17%	102
2024 Q2	$232K	Hold	3,569	–	–	0.2%	92
2024 Q1	$235K	Hold	3,569	–	–	0.21%	95
2023 Q4	$224K	Sell	3,569 -125	-3%	-$7.53K	0.21%	95
2023 Q3	$217K	Hold	3,694	–	–	0.22%	98
2023 Q2	$232K	Hold	3,694	–	–	0.23%	95
2023 Q1	$231K	Hold	3,694	–	–	0.23%	97
2022 Q4	$236K	Hold	3,694	–	–	0.24%	96
2022 Q3	$214K	Hold	3,694	–	–	0.23%	99
2022 Q2	$229K	Sell	3,694 -400	-10%	-$25.9K	0.23%	100
2022 Q1	$275K	Hold	4,094	–	–	0.25%	98
2021 Q4	$281K	Buy	+4,094	New	+$264K	0.25%	91

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

Two Sigma Investments New York $138B AUM 41.87% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Richwood Investment Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 2,694 shares — an estimated $202K sold.

Richwood Investment Advisors first reported a position in SPLV in Q4 2021 and held it in 14 quarters. The position peaked at $281K in Q4 2021. 758 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Richwood Investment Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Richwood Investment Advisors sold 2,694 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $202K.
Richwood Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and held it in 14 quarters.
Richwood Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $281K in Q4 2021.
758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.