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 Q2	$2M	Hold	26,423	–	–	0.06%	255
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 $1.55T 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

Smartleaf Asset Management's SPLV Position: Q2 2026 in Review

Smartleaf Asset Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 26,423 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #255.

Smartleaf Asset Management first reported a position in SPLV in Q4 2023 and has held it in 11 quarters since. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Smartleaf Asset Management held 26,423 shares of Invesco S&P 500 Low Volatility ETF worth $2M as of Q2 2026.
Smartleaf Asset Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #255 holding.
Smartleaf Asset Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.