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Visionary Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Visionary Wealth 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 		$337K Sell
4,608
-1,264
-22% -$93.6K 0.01% 501
2025
Q4 		$419K Sell
5,872
-1,252
-18% -$90K 0.02% 429
2025
Q3 		$523K Sell
7,124
-12,365
-63% -$904K 0.02% 376
2025
Q2 		$1.42M Sell
19,489
-1,380
-7% -$99.9K 0.07% 233
2025
Q1 		$1.56M Buy
20,869
+467
+2% +$33.7K 0.09% 199
2024
Q4 		$1.43M Sell
20,402
-646
-3% -$46.6K 0.08% 209
2024
Q3 		$1.51M Sell
21,048
-180
-0.8% -$12.4K 0.09% 206
2024
Q2 		$1.38M Sell
21,228
-29
-0.1% -$1.88K 0.09% 213
2024
Q1 		$1.4M Buy
21,257
+344
+2% +$21.9K 0.09% 204
2023
Q4 		$1.31M Buy
20,913
+1,915
+10% +$115K 0.1% 200
2023
Q3 		$1.12M Buy
18,998
+3,476
+22% +$215K 0.09% 196
2023
Q2 		$975K Sell
15,522
-38
-0.2% -$2.38K 0.08% 209
2023
Q1 		$971K Sell
15,560
-2,861
-16% -$179K 0.08% 196
2022
Q4 		$1.18M Sell
18,421
-129
-0.7% -$8K 0.11% 162
2022
Q3 		$1.07M Sell
18,550
-2,500
-12% -$158K 0.11% 161
2022
Q2 		$1.3M Buy
21,050
+1,535
+8% +$99.3K 0.12% 152
2022
Q1 		$1.31M Buy
19,515
+803
+4% +$52.3K 0.11% 159
2021
Q4 		$1.28M Buy
18,712
+1,914
+11% +$123K 0.11% 145
2021
Q3 		$1.02M Buy
16,798
+363
+2% +$22.9K 0.11% 137
2021
Q2 		$1M Sell
16,435
-3,446
-17% -$209K 0.1% 144
2021
Q1 		$1.16M Buy
19,881
+660
+3% +$37.1K 0.12% 135
2020
Q4 		$1.08M Sell
19,221
-11,404
-37% -$626K 0.12% 128
2020
Q3 		$1.64M Buy
30,625
+4,393
+17% +$233K 0.23% 92
2020
Q2 		$1.3M Sell
26,232
-24,935
-49% -$1.23M 0.2% 107
2020
Q1 		$2.4M Sell
51,167
-70,974
-58% -$3.97M 0.45% 71
2019
Q4 		$7.13M Buy
+122,141
New +$7.01M 1.28% 25

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

Visionary Wealth Advisors's SPLV Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 22% in Q1 2026, selling an estimated $93.6K and leaving 4,608 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #501.

Visionary Wealth Advisors first reported a position in SPLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.13M in Q4 2019. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Visionary Wealth Advisors held 4,608 shares of Invesco S&P 500 Low Volatility ETF worth $337K as of Q1 2026.
  • Visionary Wealth Advisors sold 1,264 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $93.6K.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #501 holding.
  • Visionary Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $7.13M in Q4 2019.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.