BOLTON SECURITIES CORPORATION’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$240K	Sell	3,400 -108	-3%	-$8.11K	0.01%	833
2026 Q2	$263K	Hold	3,508	–	–	0.01%	813
2026 Q1	$257K	Buy	+3,508	New	+$260K	0.01%	734
2025 Q3	$258K	Buy	+3,508	New	+$256K	0.01%	676
2025 Q1	$282K	Buy	+3,776	New	+$273K	0.02%	613

Other funds holding SPLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPLV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.1% in Q3 2026, selling an estimated $8.11K and leaving 3,400 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #833.

BOLTON SECURITIES CORPORATION first reported a position in SPLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $282K in Q1 2025. 561 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

BOLTON SECURITIES CORPORATION held 3,400 shares of Invesco S&P 500 Low Volatility ETF worth $240K as of Q3 2026.
BOLTON SECURITIES CORPORATION sold 108 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $8.11K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #833 holding.
BOLTON SECURITIES CORPORATION first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Invesco S&P 500 Low Volatility ETF position peaked at $282K in Q1 2025.
561 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.