Sard Wealth Management Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sard Wealth Management Group’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	$2.9M	Sell	39,669 -221	-0.6%	-$16.4K	1.58%	13
2025 Q4	$2.85M	Sell	39,890 -2,400	-6%	-$173K	1.56%	12
2025 Q3	$3.11M	Buy	42,290 +583	+1%	+$42.6K	1.77%	12
2025 Q2	$3.04M	Buy	41,707 +367	+0.9%	+$26.6K	1.87%	12
2025 Q1	$3.09M	Buy	41,340 +277	+0.7%	+$20K	2.07%	10
2024 Q4	$2.87M	Buy	41,063 +577	+1%	+$41.6K	1.93%	10
2024 Q3	$2.9M	Sell	40,486 -414	-1%	-$28.4K	1.92%	10
2024 Q2	$2.66M	Sell	40,900 -36,670	-47%	-$2.37M	1.87%	10
2024 Q1	$5.11M	Sell	77,570 -96	-0.1%	-$6.12K	4.62%	7
2023 Q4	$4.87M	Buy	+77,666	New	+$4.68M	4.91%	6

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sard Wealth Management Group's SPLV Position: Q1 2026 in Review

Sard Wealth Management Group reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.55% in Q1 2026, selling an estimated $16.4K and leaving 39,669 shares worth $2.9M. The position accounts for 1.58% of the portfolio, ranked #13.

Sard Wealth Management Group first reported a position in SPLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.11M in Q1 2024. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Sard Wealth Management Group held 39,669 shares of Invesco S&P 500 Low Volatility ETF worth $2.9M as of Q1 2026.
Sard Wealth Management Group sold 221 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $16.4K.
Invesco S&P 500 Low Volatility ETF made up 1.58% of Sard Wealth Management Group's portfolio in Q1 2026, its #13 holding.
Sard Wealth Management Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 10 quarters since.
Sard Wealth Management Group's Invesco S&P 500 Low Volatility ETF position peaked at $5.11M in Q1 2024.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.