TB
SPLV icon

Terril Brothers’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Terril Brothers’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 		$1.62M Hold
22,084
– – 0.44% 25
2025
Q4 		$1.58M Buy
22,084
+270
+1% +$19.4K 0.41% 24
2025
Q3 		$1.6M Buy
21,814
+18,815
+627% +$1.38M 0.49% 20
2025
Q2 		$218K Buy
+2,999
New +$217K 0.08% 59

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 $71.6B AUM 21.08% 1-Year Est. Return

Terril Brothers's SPLV Position: Q1 2026 in Review

Terril Brothers held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 22,084 shares worth $1.62M. The position accounts for 0.44% of the portfolio, ranked #25.

Terril Brothers first reported a position in SPLV in Q2 2025 and has held it in 4 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Terril Brothers held 22,084 shares of Invesco S&P 500 Low Volatility ETF worth $1.62M as of Q1 2026.
  • Terril Brothers left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.44% of Terril Brothers's portfolio in Q1 2026, its #25 holding.
  • Terril Brothers first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 4 quarters since.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Terril Brothers's 13F filing for Q1 2026, filed 7 May 2026.