Wealthspire Advisors (New York)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wealthspire Advisors (New York)’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	$762K	Hold	10,423	–	–	0.01%	463
2025 Q4	$744K	Sell	10,423 -538	-5%	-$38.7K	0.01%	501
2025 Q3	$805K	Buy	10,961 +704	+7%	+$51.5K	﹤0.01%	433
2025 Q2	$747K	Sell	10,257 -1,755	-15%	-$127K	﹤0.01%	441
2025 Q1	$898K	Sell	12,012 -683	-5%	-$49.3K	0.01%	395
2024 Q4	$889K	Sell	12,695 -2,284	-15%	-$165K	0.01%	393
2024 Q3	$1.07M	Sell	14,979 -3,502	-19%	-$241K	0.01%	362
2024 Q2	$1.2M	Sell	18,481 -8,560	-32%	-$554K	0.02%	286
2024 Q1	$1.78M	Sell	27,041 -6,313	-19%	-$403K	0.02%	218
2023 Q4	$2.09M	Buy	33,354 +29,457	+756%	+$1.77M	0.03%	186
2023 Q3	$229K	Buy	+3,897	New	+$241K	﹤0.01%	537

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPLV Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 10,423 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #463.

Wealthspire Advisors (New York) first reported a position in SPLV in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.09M in Q4 2023. 755 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Wealthspire Advisors (New York) held 10,423 shares of Invesco S&P 500 Low Volatility ETF worth $762K as of Q1 2026.
Wealthspire Advisors (New York) left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #463 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2023 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s Invesco S&P 500 Low Volatility ETF position peaked at $2.09M in Q4 2023.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.