Western Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Western Wealth Management’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	$3.1M	Buy	42,366 +1,720	+4%	+$127K	0.12%	190
2025 Q4	$2.9M	Sell	40,646 -1,932	-5%	-$139K	0.13%	159
2025 Q3	$3.13M	Buy	42,578 +1,758	+4%	+$128K	0.17%	118
2025 Q2	$2.97M	Sell	40,820 -1,928	-5%	-$140K	0.18%	111
2025 Q1	$3.19M	Buy	42,748 +2,685	+7%	+$194K	0.21%	97
2024 Q4	$2.8M	Sell	40,063 -6,626	-14%	-$478K	0.18%	107
2024 Q3	$3.35M	Buy	46,689 +5,358	+13%	+$368K	0.19%	103
2024 Q2	$2.68M	Buy	41,331 +313	+0.8%	+$20.3K	0.2%	102
2024 Q1	$2.7M	Sell	41,018 -7,798	-16%	-$497K	0.21%	98
2023 Q4	$3.06M	Buy	48,816 +1,290	+3%	+$77.7K	0.22%	93
2023 Q3	$2.79M	Sell	47,526 -2,450	-5%	-$151K	0.24%	86
2023 Q2	$3.14M	Sell	49,976 -462	-0.9%	-$28.9K	0.27%	83
2023 Q1	$3.15M	Buy	50,438 +4,306	+9%	+$269K	0.29%	78
2022 Q4	$2.95M	Sell	46,132 -38,059	-45%	-$2.36M	0.3%	78
2022 Q3	$4.9M	Buy	84,191 +4,358	+5%	+$276K	0.28%	77
2022 Q2	$4.95M	Buy	79,833 +10,130	+15%	+$655K	0.28%	78
2022 Q1	$4.68M	Buy	69,703 +34,699	+99%	+$2.26M	0.23%	94
2021 Q4	$2.4M	Buy	+35,004	New	+$2.25M	0.24%	98
2021 Q2	$1.91M	Buy	31,431 +2,619	+9%	+$159K	0.2%	118
2021 Q1	$1.68M	Sell	28,812 -946	-3%	-$53.2K	0.23%	103
2020 Q4	$1.67M	Sell	29,758 -793	-3%	-$43.5K	0.25%	98
2020 Q3	$1.64M	Buy	30,551 +373	+1%	+$19.8K	0.27%	93
2020 Q2	$1.5M	Sell	30,178 -17,197	-36%	-$845K	0.27%	91
2020 Q1	$2.23M	Buy	47,375 +44	+0.1%	+$2.46K	0.51%	40
2019 Q4	$2.76M	Sell	47,331 -674	-1%	-$38.7K	0.42%	52
2019 Q3	$2.78M	Buy	48,005 +2,003	+4%	+$113K	0.58%	35
2019 Q2	$2.53M	Sell	46,002 -569	-1%	-$30.6K	0.33%	64
2019 Q1	$2.45M	Sell	46,571 -402	-0.9%	-$20.1K	0.55%	38
2018 Q4	$2.19M	Buy	+46,973	New	+$2.28M	0.59%	37

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 $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return

Western Wealth Management's SPLV Position: Q1 2026 in Review

Western Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 4.2% in Q1 2026, buying an estimated $127K and bringing the position to 42,366 shares worth $3.1M. The position accounts for 0.12% of the portfolio, ranked #190.

Western Wealth Management first reported a position in SPLV in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.95M in Q2 2022. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Western Wealth Management held 42,366 shares of Invesco S&P 500 Low Volatility ETF worth $3.1M as of Q1 2026.
Western Wealth Management bought 1,720 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $127K.
Invesco S&P 500 Low Volatility ETF made up 0.12% of Western Wealth Management's portfolio in Q1 2026, its #190 holding.
Western Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $4.95M in Q2 2022.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.