SPLV β€” INVESCO EXCH TRADED FD TR II

Ownership history in Financially Speaking Inc  Β·  5 quarters on record

AI Ownership Summary

Financially Speaking Inc reported INVESCO EXCH TRADED FD TR II (SPLV) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows SPLV at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financially Speaking Inc's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPLV was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financially Speaking Inc held SPLV β€” position size vs. price
% of Fund (quarterly)    SPLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 826 β€” 0% 0.29% $60K 2026-04-07 $73.76
2025 Q4 UNCHANGED 826 β€” 0% 0.04% $59K 2026-02-10 $74.86
2025 Q3 UNCHANGED 826 β€” 0% 0.04% $61K 2025-11-06 $69.96
2025 Q2 UNCHANGED 826 β€” 0% 0.04% $60K 2025-08-07 $72.38
2024 Q4 INITIATED 826 β€” β€” 0.04% $58K 2025-02-11 $70.81

FAQ About Financially Speaking Inc and SPLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financially Speaking Inc reported owning SPLV?

Financially Speaking Inc reported SPLV across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPLV position in Financially Speaking Inc's portfolio?

The largest reported portfolio weight for SPLV was 0.29% in 2026 Q1.

What is the latest reported SPLV position on this page?

The most recent filing on this page is 2026 Q1, when Financially Speaking Inc reported 826 shares, equal to 0.29% of portfolio, with an estimated market value of $60K.

What does the chart on this SPLV ownership page compare?

The chart compares Financially Speaking Inc's quarterly SPLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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