Stokes Family Office’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Stokes Family Office’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	$240K	Hold	3,281	–	–	0.02%	252
2025 Q4	$234K	Hold	3,281	–	–	0.02%	275
2025 Q3	$241K	Hold	3,281	–	–	0.02%	238
2025 Q2	$239K	Hold	3,281	–	–	0.03%	214
2025 Q1	$245K	Hold	3,281	–	–	0.03%	210
2024 Q4	$230K	Hold	3,281	–	–	0.02%	218
2024 Q3	$235K	Hold	3,281	–	–	0.03%	206
2024 Q2	$213K	Hold	3,281	–	–	0.03%	210
2024 Q1	$216K	Hold	3,281	–	–	0.03%	211
2023 Q4	$206K	Buy	+3,281	New	+$198K	0.03%	210
2023 Q3	–	Sell	-3,281	Closed	-$206K	–	359
2023 Q2	$206K	Hold	3,281	–	–	0.02%	294
2023 Q1	$205K	Hold	3,281	–	–	0.03%	276
2022 Q4	$210K	Buy	+3,281	New	+$204K	0.03%	256
2022 Q3	–	Sell	-3,281	Closed	-$203K	–	291
2022 Q2	$203K	Sell	3,281 -54	-2%	-$3.49K	0.03%	253
2022 Q1	$224K	Sell	3,335 -60	-2%	-$3.9K	0.03%	234
2021 Q4	$233K	Buy	+3,395	New	+$219K	0.03%	223

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 $79.5B AUM 27.1% 1-Year Est. Return

Stokes Family Office's SPLV Position: Q1 2026 in Review

Stokes Family Office held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 3,281 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #252.

Stokes Family Office first reported a position in SPLV in Q4 2021 and has held it in 16 quarters since. The position peaked at $245K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Stokes Family Office held 3,281 shares of Invesco S&P 500 Low Volatility ETF worth $240K as of Q1 2026.
Stokes Family Office left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.02% of Stokes Family Office's portfolio in Q1 2026, its #252 holding.
Stokes Family Office first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 16 quarters since.
Stokes Family Office's Invesco S&P 500 Low Volatility ETF position peaked at $245K in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.