Sykon Capital’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sykon Capital’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	$11.9M	Sell	162,048 -4,303	-3%	-$319K	3.95%	9
2025 Q4	$11.9M	Buy	+166,351	New	+$12M	3.81%	5
2024 Q4	–	Sell	-327,623	Closed	-$23.5M	–	89
2024 Q3	$23.5M	Buy	327,623 +245,351	+298%	+$16.8M	8.29%	2
2024 Q2	$5.34M	Sell	82,272 -90,110	-52%	-$5.83M	2.02%	16
2024 Q1	$11.4M	Buy	172,382 +87,430	+103%	+$5.57M	4.11%	5
2023 Q4	$5.32M	Buy	+84,952	New	+$5.11M	2.12%	14

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

Sykon Capital's SPLV Position: Q1 2026 in Review

Sykon Capital reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 2.6% in Q1 2026, selling an estimated $319K and leaving 162,048 shares worth $11.9M. The position accounts for 3.95% of the portfolio, ranked #9.

Sykon Capital first reported a position in SPLV in Q4 2023 and has held it in 6 quarters since. The position peaked at $23.5M in Q3 2024. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Sykon Capital held 162,048 shares of Invesco S&P 500 Low Volatility ETF worth $11.9M as of Q1 2026.
Sykon Capital sold 4,303 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $319K.
Invesco S&P 500 Low Volatility ETF made up 3.95% of Sykon Capital's portfolio in Q1 2026, its #9 holding.
Sykon Capital first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 6 quarters since.
Sykon Capital's Invesco S&P 500 Low Volatility ETF position peaked at $23.5M in Q3 2024.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.