Smartleaf Asset Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Smartleaf Asset 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	$1.92M	Buy	26,423 +22,234	+531%	+$1.65M	0.07%	250
2025 Q4	$301K	Buy	4,189 +1,191	+40%	+$85.6K	0.01%	647
2025 Q3	$219K	Sell	2,998 -5,569	-65%	-$407K	0.01%	693
2025 Q2	$619K	Buy	8,567 +5,411	+171%	+$392K	0.05%	338
2025 Q1	$233K	Buy	3,156 +256	+9%	+$18.5K	0.02%	523
2024 Q4	$203K	Hold	2,900	–	–	0.02%	536
2024 Q3	$207K	Hold	2,900	–	–	0.03%	485
2024 Q2	$189K	Hold	2,900	–	–	0.03%	393
2024 Q1	$190K	Sell	2,900 -224	-7%	-$14.3K	0.04%	373
2023 Q4	$198K	Buy	+3,124	New	+$188K	0.05%	316

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

Smartleaf Asset Management's SPLV Position: Q1 2026 in Review

Smartleaf Asset Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 531% in Q1 2026, buying an estimated $1.65M and bringing the position to 26,423 shares worth $1.92M. The position accounts for 0.07% of the portfolio, ranked #250.

Smartleaf Asset Management first reported a position in SPLV in Q4 2023 and has held it in 10 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Smartleaf Asset Management held 26,423 shares of Invesco S&P 500 Low Volatility ETF worth $1.92M as of Q1 2026.
Smartleaf Asset Management bought 22,234 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $1.65M.
Invesco S&P 500 Low Volatility ETF made up 0.07% of Smartleaf Asset Management's portfolio in Q1 2026, its #250 holding.
Smartleaf Asset Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 10 quarters since.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.