UCFA
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United Capital Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

United Capital Financial Advisors’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 		$1.96M Sell
26,823
-7,704
-22% -$571K 0.01% 555
2025
Q4 		$2.47M Buy
34,527
+4,288
+14% +$308K 0.01% 485
2025
Q3 		$2.22M Buy
30,239
+2,585
+9% +$189K 0.02% 447
2025
Q2 		$2.01M Buy
27,654
+4,867
+21% +$352K 0.02% 445
2025
Q1 		$1.7M Buy
22,787
+9,784
+75% +$707K 0.01% 459
2024
Q4 		$910K Buy
13,003
+1
+0% +$72 0.01% 574
2024
Q3 		$933K Hold
13,002
– – 0.01% 558
2024
Q2 		$844K Sell
13,002
-4,380
-25% -$284K 0.01% 572
2024
Q1 		$1.14M Sell
17,382
-799
-4% -$50.9K 0.01% 529
2023
Q4 		$1.14M Sell
18,181
-2,368
-12% -$143K 0.01% 526
2023
Q3 		$1.21M Buy
20,549
+67
+0.3% +$4.14K 0.01% 484
2023
Q2 		$1.29M Buy
20,482
+154
+0.8% +$9.64K 0.01% 501
2023
Q1 		$1.27M Sell
20,328
-5,150
-20% -$322K 0.01% 526
2022
Q4 		$1.63M Sell
25,478
-1,227
-5% -$76.1K 0.01% 520
2022
Q3 		$1.54M Sell
26,705
-573
-2% -$36.2K 0.01% 519
2022
Q2 		$1.69M Buy
27,278
+210
+0.8% +$13.6K 0.01% 523
2022
Q1 		$1.82M Sell
27,068
-2,644
-9% -$172K 0.01% 541
2021
Q4 		$2.04M Sell
29,712
-724
-2% -$46.6K 0.01% 537
2021
Q3 		$1.85M Sell
30,436
-4,232
-12% -$267K 0.01% 545
2021
Q2 		$2.11M Sell
34,668
-4,958
-13% -$301K 0.01% 526
2021
Q1 		$2.3M Sell
39,626
-4,528
-10% -$255K 0.01% 479
2020
Q4 		$2.48M Sell
44,154
-6,012
-12% -$330K 0.02% 461
2020
Q3 		$2.69M Sell
50,166
-10,490
-17% -$557K 0.02% 439
2020
Q2 		$3.01M Sell
60,656
-906
-1% -$44.5K 0.02% 443
2020
Q1 		$2.89M Sell
61,562
-2,208
-3% -$124K 0.02% 427
2019
Q4 		$3.72M Buy
63,770
+3,452
+6% +$198K 0.02% 475
2019
Q3 		$3.49M Buy
60,318
+918
+2% +$51.8K 0.02% 487
2019
Q2 		$3.27M Sell
59,400
-7,505
-11% -$404K 0.02% 503
2019
Q1 		$3.52M Sell
66,905
-13,763
-17% -$690K 0.02% 474
2018
Q4 		$3.76M Sell
80,668
-16,835
-17% -$816K 0.03% 428
2018
Q3 		$4.83M Sell
97,503
-30,248
-24% -$1.49M 0.03% 439
2018
Q2 		$6.06M Sell
127,751
-25,376
-17% -$1.19M 0.05% 380
2018
Q1 		$7.19M Sell
153,127
-27,054
-15% -$1.28M 0.05% 351
2017
Q4 		$8.61M Sell
180,181
-29,297
-14% -$1.38M 0.07% 316
2017
Q3 		$9.59M Buy
209,478
+3,346
+2% +$152K 0.08% 291
2017
Q2 		$9.22M Buy
206,132
+160,238
+349% +$7.1M 0.08% 281
2017
Q1 		$2M Buy
45,894
+26,933
+142% +$1.15M 0.02% 573
2016
Q4 		$788K Sell
18,961
-4,158
-18% -$169K 0.01% 812
2016
Q3 		$959K Sell
23,119
-1,143
-5% -$48.3K 0.01% 783
2016
Q2 		$1.04M Buy
24,262
+9,892
+69% +$402K 0.01% 723
2016
Q1 		$580K Sell
14,370
-10,870
-43% -$415K 0.01% 835
2015
Q4 		$973K Sell
25,240
-15,472
-38% -$590K 0.01% 703
2015
Q3 		$1.46M Sell
40,712
-46
-0.1% -$1.71K 0.02% 593
2015
Q2 		$1.49M Buy
+40,758
New +$1.53M 0.02% 646

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

United Capital Financial Advisors's SPLV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 22% in Q1 2026, selling an estimated $571K and leaving 26,823 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #555.

United Capital Financial Advisors first reported a position in SPLV in Q2 2015 and has held it in 44 quarters since. The position peaked at $9.59M in Q3 2017. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • United Capital Financial Advisors held 26,823 shares of Invesco S&P 500 Low Volatility ETF worth $1.96M as of Q1 2026.
  • United Capital Financial Advisors sold 7,704 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $571K.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #555 holding.
  • United Capital Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2015 and has held it in 44 quarters since.
  • United Capital Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $9.59M in Q3 2017.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.