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 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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sensible Money's SPLV Position: Q2 2026 in Review

Sensible Money reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 37% in Q2 2026, selling an estimated $284K and leaving 6,603 shares worth $495K. The position accounts for 0.13% of the portfolio, ranked #52.

Sensible Money first reported a position in SPLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $781K in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Sensible Money held 6,603 shares of Invesco S&P 500 Low Volatility ETF worth $495K as of Q2 2026.
Sensible Money sold 3,850 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $284K.
Invesco S&P 500 Low Volatility ETF made up 0.13% of Sensible Money's portfolio in Q2 2026, its #52 holding.
Sensible Money first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
Sensible Money's Invesco S&P 500 Low Volatility ETF position peaked at $781K in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.