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

Truvestments 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	–	Sell	-410	Closed	-$29.3K	–	1213
2025 Q4	$29.3K	Buy	+410	New	+$29.5K	0.01%	530
2024 Q1	–	Sell	-545	Closed	-$34.2K	–	856
2023 Q4	$34.2K	Buy	545 +248	+84%	+$14.9K	0.02%	369
2023 Q3	$17.5K	Hold	297	–	–	0.01%	391
2023 Q2	$18.7K	Buy	+297	New	+$18.6K	0.01%	382
2018 Q3	$8K	Buy	+154	New	+$7.57K	﹤0.01%	684

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

Truvestments Capital's SPLV Position: Q1 2026 in Review

Truvestments Capital sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 410 shares — an estimated $29.3K sold.

Truvestments Capital first reported a position in SPLV in Q3 2018 and held it in 5 quarters. The position peaked at $34.2K in Q4 2023. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Truvestments Capital reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Truvestments Capital sold 410 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $29.3K.
Truvestments Capital first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2018 and held it in 5 quarters.
Truvestments Capital's Invesco S&P 500 Low Volatility ETF position peaked at $34.2K in Q4 2023.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.