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United Financial Planning Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

United Financial Planning Group’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
-200
Closed -$14.3K – 609
2025
Q4 		$14.3K Buy
+200
New +$14.4K 0.01% 170

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

United Financial Planning Group's SPLV Position: Q1 2026 in Review

United Financial Planning Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 200 shares — an estimated $14.3K sold.

United Financial Planning Group first reported a position in SPLV in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 759 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • United Financial Planning Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 200 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $14.3K.
  • United Financial Planning Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Invesco S&P 500 Low Volatility ETF position peaked at $14.3K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.