Wood Tarver Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wood Tarver Financial Group’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	$768K	Sell	10,514 -2,062	-16%	-$153K	0.21%	71
2025 Q4	$898K	Sell	12,576 -347	-3%	-$25K	0.25%	59
2025 Q3	$949K	Sell	12,923 -56	-0.4%	-$4.09K	0.28%	57
2025 Q2	$945K	Sell	12,979 -98	-0.7%	-$7.09K	0.28%	55
2025 Q1	$977K	Sell	13,077 -714	-5%	-$51.6K	0.32%	49
2024 Q4	$965K	Buy	+13,791	New	+$995K	0.32%	47

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

Wood Tarver Financial Group's SPLV Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 16% in Q1 2026, selling an estimated $153K and leaving 10,514 shares worth $768K. The position accounts for 0.21% of the portfolio, ranked #71.

Wood Tarver Financial Group first reported a position in SPLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $977K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Wood Tarver Financial Group held 10,514 shares of Invesco S&P 500 Low Volatility ETF worth $768K as of Q1 2026.
Wood Tarver Financial Group sold 2,062 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $153K.
Invesco S&P 500 Low Volatility ETF made up 0.21% of Wood Tarver Financial Group's portfolio in Q1 2026, its #71 holding.
Wood Tarver Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $977K in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.