Sequoia Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.59M | Sell |
101,327
-264
| -0.3% | -$19.4K | 0.04% | 267 |
|
|
2026
Q1 | $7.43M | Sell |
101,591
-1,520
| -1% | -$113K | 0.04% | 252 |
|
|
2025
Q4 | $7.36M | Sell |
103,111
-5,486
| -5% | -$394K | 0.04% | 252 |
|
|
2025
Q3 | $7.98M | Sell |
108,597
-6,320
| -5% | -$462K | 0.05% | 228 |
|
|
2025
Q2 | $8.37M | Sell |
114,917
-56,826
| -33% | -$4.11M | 0.06% | 207 |
|
|
2025
Q1 | $12.8M | Sell |
171,743
-48,495
| -22% | -$3.5M | 0.1% | 168 |
|
|
2024
Q4 | $15.4M | Buy |
+220,238
| New | +$15.9M | 0.15% | 138 |
|
|
2024
Q3 | – | Sell |
-4,288
| Closed | -$279K | – | 1363 |
|
|
2024
Q2 | $279K | Buy |
+4,288
| New | +$278K | ﹤0.01% | 920 |
|
|
2024
Q1 | – | Sell |
-7,042
| Closed | -$441K | – | 1274 |
|
|
2023
Q4 | $441K | Buy |
7,042
+2,145
| +44% | +$129K | 0.01% | 777 |
|
|
2023
Q3 | $288K | Sell |
4,897
-514
| -9% | -$31.8K | 0.01% | 708 |
|
|
2023
Q2 | $340K | Hold |
5,411
| – | – | 0.01% | 654 |
|
|
2023
Q1 | $338K | Sell |
5,411
-258
| -5% | -$16.1K | 0.01% | 587 |
|
|
2022
Q4 | $362K | Buy |
5,669
+516
| +10% | +$32K | 0.01% | 529 |
|
|
2022
Q3 | $298K | Sell |
5,153
-1,348
| -21% | -$85.3K | 0.01% | 388 |
|
|
2022
Q2 | $403K | Buy |
6,501
+131
| +2% | +$8.47K | 0.01% | 373 |
|
|
2022
Q1 | $427K | Buy |
6,370
+1,521
| +31% | +$99K | 0.01% | 395 |
|
|
2021
Q4 | $333K | Buy |
+4,849
| New | +$312K | 0.01% | 417 |
|
|
2021
Q3 | – | Sell |
-4,923
| Closed | -$300K | – | 421 |
|
|
2021
Q2 | $300K | Buy |
4,923
+1
| +0% | +$61 | 0.01% | 380 |
|
|
2021
Q1 | $286K | Sell |
4,922
-4,633
| -48% | -$261K | 0.01% | 347 |
|
|
2020
Q4 | $537K | Buy |
+9,555
| New | +$525K | 0.02% | 239 |
|
|
2020
Q3 | – | Sell |
-6,087
| Closed | -$302K | – | 400 |
|
|
2020
Q2 | $302K | Buy |
6,087
+299
| +5% | +$14.7K | 0.02% | 288 |
|
|
2020
Q1 | $272K | Buy |
5,788
+1,323
| +30% | +$74.1K | 0.02% | 279 |
|
|
2019
Q4 | $260K | Buy |
+4,465
| New | +$256K | 0.02% | 317 |
|
|
2019
Q3 | – | Sell |
-4,201
| Closed | -$231K | – | 388 |
|
|
2019
Q2 | $231K | Sell |
4,201
-24
| -0.6% | -$1.29K | 0.02% | 325 |
|
|
2019
Q1 | $222K | Buy |
+4,225
| New | +$212K | 0.02% | 327 |
|
|
2015
Q2 | – | Sell |
-24,883
| Closed | -$944K | – | 200 |
|
|
2015
Q1 | $944K | Buy |
24,883
+11,565
| +87% | +$441K | 0.43% | 56 |
|
|
2014
Q4 | $506K | Buy |
13,318
+2,304
| +21% | +$84.4K | 0.35% | 71 |
|
|
2014
Q3 | $385K | Buy |
+11,014
| New | +$386K | 0.27% | 92 |
|
Other funds holding SPLV
PMAM
Sequoia Financial Advisors's SPLV Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.26% in Q2 2026, selling an estimated $19.4K and leaving 101,327 shares worth $7.59M. The position accounts for 0.04% of the portfolio, ranked #267.
Sequoia Financial Advisors first reported a position in SPLV in Q3 2014 and has held it in 28 quarters since. The position peaked at $15.4M in Q4 2024. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.
- Sequoia Financial Advisors held 101,327 shares of Invesco S&P 500 Low Volatility ETF worth $7.59M as of Q2 2026.
- Sequoia Financial Advisors sold 264 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $19.4K.
- Invesco S&P 500 Low Volatility ETF made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #267 holding.
- Sequoia Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2014 and has held it in 28 quarters since.
- Sequoia Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $15.4M in Q4 2024.
- 757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.