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

SHP Wealth Management’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 		$21.9K Hold
300
– – ﹤0.01% 701
2025
Q4 		$21.4K Buy
+300
New +$21.6K ﹤0.01% 672

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SHP Wealth Management's SPLV Position: Q1 2026 in Review

SHP Wealth Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 300 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

SHP Wealth Management first reported a position in SPLV in Q4 2025 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • SHP Wealth Management held 300 shares of Invesco S&P 500 Low Volatility ETF worth $21.9K as of Q1 2026.
  • SHP Wealth Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #701 holding.
  • SHP Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.