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 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 $1.37T 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

Sensible Money's SPLV Position: Q1 2026 in Review

Sensible Money held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 10,453 shares worth $765K. The position accounts for 0.23% of the portfolio, ranked #32.

Sensible Money first reported a position in SPLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $781K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Sensible Money held 10,453 shares of Invesco S&P 500 Low Volatility ETF worth $765K as of Q1 2026.
Sensible Money left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.23% of Sensible Money's portfolio in Q1 2026, its #32 holding.
Sensible Money first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
Sensible Money's Invesco S&P 500 Low Volatility ETF position peaked at $781K in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.