Wealth Management Associates’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
Other funds holding SPLV
Wealth Management Associates's SPLV Position: Q1 2026 in Review
Wealth Management Associates increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.13% in Q1 2026, buying an estimated $519 and bringing the position to 5,599 shares worth $409K. The position accounts for 0.14% of the portfolio, ranked #132.
Wealth Management Associates first reported a position in SPLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $481K in Q2 2019. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.
- Wealth Management Associates held 5,599 shares of Invesco S&P 500 Low Volatility ETF worth $409K as of Q1 2026.
- Wealth Management Associates bought 7 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $519.
- Invesco S&P 500 Low Volatility ETF made up 0.14% of Wealth Management Associates's portfolio in Q1 2026, its #132 holding.
- Wealth Management Associates first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 30 quarters since.
- Wealth Management Associates's Invesco S&P 500 Low Volatility ETF position peaked at $481K in Q2 2019.
- 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.
Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.