Winthrop Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Winthrop Capital 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	–	Sell	-18,228	Closed	-$1.3M	–	358
2025 Q4	$1.3M	Hold	18,228	–	–	0.3%	61
2025 Q3	$1.34M	Hold	18,228	–	–	0.32%	57
2025 Q2	$1.33M	Hold	18,228	–	–	0.34%	57
2025 Q1	$1.36M	Hold	18,228	–	–	0.37%	57
2024 Q4	$1.27M	Hold	18,228	–	–	0.34%	63
2024 Q3	$1.31M	Hold	18,228	–	–	0.62%	30
2024 Q2	$1.18M	Sell	18,228 -524	-3%	-$33.9K	0.59%	31
2024 Q1	$1.24M	Buy	18,752 +1,552	+9%	+$99K	0.57%	33
2023 Q4	$1.08M	Buy	+17,200	New	+$1.04M	0.35%	56

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

Winthrop Capital Management's SPLV Position: Q1 2026 in Review

Winthrop Capital Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 18,228 shares — an estimated $1.3M sold.

Winthrop Capital Management first reported a position in SPLV in Q4 2023 and held it in 9 quarters. The position peaked at $1.36M in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Winthrop Capital Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Winthrop Capital Management sold 18,228 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $1.3M.
Winthrop Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 9 quarters.
Winthrop Capital Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.36M in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.