SL
SPLV icon

Salomon & Ludwin’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Salomon & Ludwin’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 		$94.5K Hold
1,279
– – 0.01% 265
2025
Q4 		$91.2K Hold
1,279
– – 0.01% 254
2025
Q3 		$93.4K Sell
1,279
-140
-10% -$10.2K 0.01% 233
2025
Q2 		$103K Sell
1,419
-128
-8% -$9.27K 0.01% 188
2025
Q1 		$116K Buy
1,547
+155
+11% +$11.2K 0.01% 163
2024
Q4 		$97.4K Sell
1,392
-306
-18% -$22.1K 0.01% 178
2024
Q3 		$122K Hold
1,698
– – 0.01% 172
2024
Q2 		$110K Sell
1,698
-3,180
-65% -$206K 0.01% 182
2024
Q1 		$321K Sell
4,878
-10,672
-69% -$680K 0.03% 151
2023
Q4 		$914K Hold
15,550
– – 0.1% 83
2023
Q3 		$914K Buy
15,550
+8,583
+123% +$530K 0.1% 83
2023
Q2 		$438K Buy
6,967
+1
+0% +$63 0.05% 120
2023
Q1 		$435K Hold
6,966
– – 0.05% 116
2022
Q4 		$445K Hold
6,966
– – 0.06% 115
2022
Q3 		$403K Buy
6,966
+1
+0% +$63 0.06% 104
2022
Q2 		$432K Buy
6,965
+1,681
+32% +$109K 0.07% 84
2022
Q1 		$355K Sell
5,284
-3,556
-40% -$231K 0.05% 82
2021
Q4 		$607K Sell
8,840
-568
-6% -$36.6K 0.09% 54
2021
Q3 		$572K Sell
9,408
-2,232
-19% -$141K 0.09% 52
2021
Q2 		$709K Hold
11,640
– – 0.11% 47
2021
Q1 		$677K Buy
11,640
+6,435
+124% +$362K 0.11% 44
2020
Q4 		$293K Buy
5,205
+99
+2% +$5.44K 0.05% 58
2020
Q3 		$274K Hold
5,106
– – 0.06% 58
2020
Q2 		$254K Sell
5,106
-1,729
-25% -$85K 0.05% 57
2020
Q1 		$321K Sell
6,835
-1,198
-15% -$67.1K 0.08% 40
2019
Q4 		$469K Buy
8,033
+283
+4% +$16.2K 0.09% 34
2019
Q3 		$449K Buy
7,750
+80
+1% +$4.51K 0.09% 32
2019
Q2 		$422K Buy
7,670
+827
+12% +$44.5K 0.09% 32
2019
Q1 		$360K Buy
6,843
+699
+11% +$35K 0.07% 32
2018
Q4 		$287K Buy
+6,144
New +$298K 0.07% 30

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

Salomon & Ludwin's SPLV Position: Q1 2026 in Review

Salomon & Ludwin held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 1,279 shares worth $94.5K. The position accounts for 0.01% of the portfolio, ranked #265.

Salomon & Ludwin first reported a position in SPLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $914K in Q4 2023. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Salomon & Ludwin held 1,279 shares of Invesco S&P 500 Low Volatility ETF worth $94.5K as of Q1 2026.
  • Salomon & Ludwin left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #265 holding.
  • Salomon & Ludwin first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's Invesco S&P 500 Low Volatility ETF position peaked at $914K in Q4 2023.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.