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Strategic Family Wealth Counselors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Strategic Family Wealth Counselors’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 		$6.19M Sell
84,621
-1,350
-2% -$100K 1.63% 22
2025
Q4 		$6.24M Sell
85,971
-2,285
-3% -$164K 1.4% 24
2025
Q3 		$6.49M Sell
88,256
-277
-0.3% -$20.2K 1.67% 20
2025
Q2 		$6.45M Sell
88,533
-863
-1% -$62.5K 1.84% 17
2025
Q1 		$6.68M Buy
89,396
+216
+0.2% +$15.6K 2.17% 17
2024
Q4 		$6.24M Sell
89,180
-209
-0.2% -$15.1K 2.03% 17
2024
Q3 		$6.41M Sell
89,389
-2,101
-2% -$144K 2.24% 15
2024
Q2 		$5.94M Sell
91,490
-848
-0.9% -$54.9K 2.26% 15
2024
Q1 		$6.08M Sell
92,338
-248
-0.3% -$15.8K 2.4% 16
2023
Q4 		$5.8M Buy
92,586
+824
+0.9% +$49.6K 2.43% 16
2023
Q3 		$5.39M Buy
91,762
+1,282
+1% +$79.2K 2.59% 18
2023
Q2 		$5.68M Buy
90,480
+92
+0.1% +$5.76K 2.61% 17
2023
Q1 		$5.64M Sell
90,388
-47
-0.1% -$2.94K 2.67% 14
2022
Q4 		$5.78M Buy
90,435
+4
+0% +$248 2.86% 11
2022
Q3 		$5.23M Buy
90,431
+32
+0% +$2.02K 2.57% 13
2022
Q2 		$5.61M Buy
90,399
+697
+0.8% +$45.1K 2.69% 13
2022
Q1 		$6.02M Sell
89,702
-42
-0% -$2.73K 2.43% 13
2021
Q4 		$6.16M Sell
89,744
-1,964
-2% -$126K 1.97% 12
2021
Q3 		$5.58M Sell
91,708
-183
-0.2% -$11.5K 1.91% 13
2021
Q2 		$5.6M Sell
91,891
-335
-0.4% -$20.3K 1.83% 14
2021
Q1 		$5.36M Buy
92,226
+1,632
+2% +$91.8K 2.02% 14
2020
Q4 		$5.09M Sell
90,594
-6,290
-6% -$345K 2.63% 11
2020
Q3 		$5.2M Sell
96,884
-7,850
-7% -$417K 2.92% 9
2020
Q2 		$5.2M Sell
104,734
-13,970
-12% -$687K 3.28% 8
2020
Q1 		$5.57M Sell
118,704
-22,448
-16% -$1.26M 4.16% 6
2019
Q4 		$8.23M Buy
141,152
+1,760
+1% +$101K 6.65% 3
2019
Q3 		$8.07M Buy
139,392
+2,552
+2% +$144K 6.1% 3
2019
Q2 		$7.53M Buy
136,840
+3,358
+3% +$181K 5.83% 3
2019
Q1 		$7.03M Buy
133,482
+25,134
+23% +$1.26M 5.68% 4
2018
Q4 		$5.05M Buy
+108,348
New +$5.25M 5.72% 4

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 $377B AUM 19.32% 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

Strategic Family Wealth Counselors's SPLV Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.6% in Q1 2026, selling an estimated $100K and leaving 84,621 shares worth $6.19M. The position accounts for 1.63% of the portfolio, ranked #22.

Strategic Family Wealth Counselors first reported a position in SPLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.23M in Q4 2019. 755 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Strategic Family Wealth Counselors held 84,621 shares of Invesco S&P 500 Low Volatility ETF worth $6.19M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 1,350 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $100K.
  • Invesco S&P 500 Low Volatility ETF made up 1.63% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #22 holding.
  • Strategic Family Wealth Counselors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Invesco S&P 500 Low Volatility ETF position peaked at $8.23M in Q4 2019.
  • 755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.