Westside Investment Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Westside Investment 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 Q2	$21.9K	Buy	293 +14	+5%	+$1.03K	﹤0.01%	893
2026 Q1	$20.4K	Hold	279	–	–	﹤0.01%	893
2025 Q4	$19.9K	Hold	279	–	–	﹤0.01%	876
2025 Q3	$20.5K	Hold	279	–	–	﹤0.01%	879
2025 Q2	$20.3K	Hold	279	–	–	﹤0.01%	676
2025 Q1	$20.8K	Hold	279	–	–	﹤0.01%	555
2024 Q4	$19.5K	Hold	279	–	–	﹤0.01%	571
2024 Q3	$20K	Hold	279	–	–	﹤0.01%	584
2024 Q2	$18.1K	Hold	279	–	–	﹤0.01%	569
2024 Q1	$18.4K	Hold	279	–	–	﹤0.01%	537
2023 Q4	$17.5K	Hold	279	–	–	﹤0.01%	514
2023 Q3	$16.4K	Hold	279	–	–	﹤0.01%	510
2023 Q2	$17.5K	Hold	279	–	–	﹤0.01%	505
2023 Q1	$17.4K	Hold	279	–	–	0.01%	508
2022 Q4	$17	Buy	279 +76	+37%	+$4.71K	﹤0.01%	546
2022 Q3	$11	Hold	203	–	–	﹤0.01%	594
2022 Q2	$12	Hold	203	–	–	﹤0.01%	581
2022 Q1	$13	Hold	203	–	–	﹤0.01%	584
2021 Q4	$13	Hold	203	–	–	﹤0.01%	561
2021 Q3	$12	Hold	203	–	–	﹤0.01%	558
2021 Q2	$12	Buy	+203	New	+$12.3K	﹤0.01%	553

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Westside Investment Management's SPLV Position: Q2 2026 in Review

Westside Investment Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 5% in Q2 2026, buying an estimated $1.03K and bringing the position to 293 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Westside Investment Management first reported a position in SPLV in Q2 2021 and has held it in 21 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Westside Investment Management held 293 shares of Invesco S&P 500 Low Volatility ETF worth $21.9K as of Q2 2026.
Westside Investment Management bought 14 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.03K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #893 holding.
Westside Investment Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2021 and has held it in 21 quarters since.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.