Sensible Money’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sensible Money’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 Q3	$473K	Buy	6,703 +100	+2%	+$7.51K	0.12%	56
2026 Q2	$495K	Sell	6,603 -3,850	-37%	-$284K	0.13%	52
2026 Q1	$765K	Hold	10,453	–	–	0.23%	32
2025 Q4	$747K	Hold	10,453	–	–	0.24%	33
2025 Q3	$768K	Hold	10,453	–	–	0.26%	30
2025 Q2	$761K	Hold	10,453	–	–	0.29%	28
2025 Q1	$781K	Hold	10,453	–	–	0.33%	24
2024 Q4	$732K	Hold	10,453	–	–	0.32%	29
2024 Q3	$750K	Hold	10,453	–	–	0.33%	29
2024 Q2	$679K	Hold	10,453	–	–	0.33%	32
2024 Q1	$689K	Hold	10,453	–	–	0.37%	30
2023 Q4	$655K	Hold	10,453	–	–	0.39%	30
2023 Q3	$615K	Sell	10,453 -1,600	-13%	-$98.9K	0.43%	29
2023 Q2	$757K	Hold	12,053	–	–	0.55%	25
2023 Q1	$752K	Hold	12,053	–	–	0.65%	22
2022 Q4	$770K	Buy	+12,053	New	+$748K	0.82%	21

Other funds holding SPLV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sensible Money's SPLV Position: Q3 2026 in Review

Sensible Money increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.5% in Q3 2026, buying an estimated $7.51K and bringing the position to 6,703 shares worth $473K. The position accounts for 0.12% of the portfolio, ranked #56.

Sensible Money first reported a position in SPLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $781K in Q1 2025. 651 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Sensible Money held 6,703 shares of Invesco S&P 500 Low Volatility ETF worth $473K as of Q3 2026.
Sensible Money bought 100 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $7.51K.
Invesco S&P 500 Low Volatility ETF made up 0.12% of Sensible Money's portfolio in Q3 2026, its #56 holding.
Sensible Money first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 16 quarters since.
Sensible Money's Invesco S&P 500 Low Volatility ETF position peaked at $781K in Q1 2025.
651 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.