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Whitcomb & Hess’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Whitcomb & Hess’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 		– Sell
-3,067
Closed -$221K – 65
2025
Q4 		$221K Buy
3,067
+84
+3% +$6.04K 0.05% 56
2025
Q3 		$219K Sell
2,983
-43
-1% -$3.14K 0.06% 54
2025
Q2 		$220K Sell
3,026
-213
-7% -$15.4K 0.06% 51
2025
Q1 		$242K Buy
3,239
+113
+4% +$8.16K 0.07% 47
2024
Q4 		$219K Buy
3,126
+68
+2% +$4.91K 0.07% 50
2024
Q3 		$219K Buy
+3,058
New +$210K 0.07% 49
2024
Q2 		– Sell
-3,120
Closed -$206K – 54
2024
Q1 		$206K Buy
+3,120
New +$199K 0.07% 50
2023
Q4 		– Sell
-3,577
Closed -$210K – 48
2023
Q3 		$210K Sell
3,577
-9
-0.3% -$556 0.08% 42
2023
Q2 		$225K Hold
3,586
– – 0.08% 38
2023
Q1 		$224K Sell
3,586
-11
-0.3% -$687 0.08% 37
2022
Q4 		$230K Sell
3,597
-136
-4% -$8.44K 0.09% 34
2022
Q3 		$216K Sell
3,733
-16
-0.4% -$1.01K 0.1% 32
2022
Q2 		$232K Sell
3,749
-191
-5% -$12.4K 0.1% 33
2022
Q1 		$264K Sell
3,940
-332
-8% -$21.6K 0.1% 28
2021
Q4 		$274K Sell
4,272
-789
-16% -$50.8K 0.11% 28
2021
Q3 		$308K Sell
5,061
-1,506
-23% -$94.9K 0.13% 28
2021
Q2 		$400K Buy
+6,567
New +$398K 0.17% 24

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 $79.5B AUM 27.1% 1-Year Est. Return

Whitcomb & Hess's SPLV Position: Q1 2026 in Review

Whitcomb & Hess sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 3,067 shares — an estimated $221K sold.

Whitcomb & Hess first reported a position in SPLV in Q2 2021 and held it in 17 quarters. The position peaked at $400K in Q2 2021. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Whitcomb & Hess reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • Whitcomb & Hess sold 3,067 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $221K.
  • Whitcomb & Hess first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2021 and held it in 17 quarters.
  • Whitcomb & Hess's Invesco S&P 500 Low Volatility ETF position peaked at $400K in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Whitcomb & Hess's 13F filing for Q1 2026, filed 8 Apr 2026.