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SPLV icon

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

ViaWealth’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 		$737K Buy
10,071
+3
+0% +$222 0.41% 74
2025
Q4 		$719K Sell
10,068
-468
-4% -$33.7K 0.4% 76
2025
Q3 		$774K Buy
10,536
+479
+5% +$35K 0.42% 73
2025
Q2 		$732K Sell
10,057
-1,227
-11% -$88.8K 0.43% 70
2025
Q1 		$843K Sell
11,284
-523
-4% -$37.8K 0.52% 57
2024
Q4 		$827K Buy
11,807
+5
+0% +$361 0.5% 61
2024
Q3 		$847K Buy
11,802
+7
+0.1% +$481 0.49% 67
2024
Q2 		$766K Sell
11,795
-316
-3% -$20.5K 0.48% 68
2024
Q1 		$798K Sell
12,111
-377
-3% -$24K 0.5% 65
2023
Q4 		$782K Sell
12,488
-515
-4% -$31K 0.54% 65
2023
Q3 		$764K Buy
13,003
+8
+0.1% +$494 0.56% 54
2023
Q2 		$816K Buy
12,995
+9
+0.1% +$564 0.61% 49
2023
Q1 		$810K Buy
12,986
+8
+0.1% +$500 0.64% 47
2022
Q4 		$837K Buy
+12,978
New +$805K 0.69% 43

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

ViaWealth's SPLV Position: Q1 2026 in Review

ViaWealth increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.03% in Q1 2026, buying an estimated $222 and bringing the position to 10,071 shares worth $737K. The position accounts for 0.41% of the portfolio, ranked #74.

ViaWealth first reported a position in SPLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $847K in Q3 2024. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • ViaWealth held 10,071 shares of Invesco S&P 500 Low Volatility ETF worth $737K as of Q1 2026.
  • ViaWealth bought 3 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $222.
  • Invesco S&P 500 Low Volatility ETF made up 0.41% of ViaWealth's portfolio in Q1 2026, its #74 holding.
  • ViaWealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
  • ViaWealth's Invesco S&P 500 Low Volatility ETF position peaked at $847K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.