SPLV INVESCO S&P 500 LOW VOLATILITY ETF

Ownership history in Rosenberg Matthew Hamilton  ·  14 quarters on record

AI Ownership Summary

Rosenberg Matthew Hamilton reported INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows SPLV at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rosenberg Matthew Hamilton's position in INVESCO S&P 500 LOW VOLATILITY ETF, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2023 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 Rosenberg Matthew Hamilton held SPLV — position size vs. price
% of Fund (quarterly)    SPLV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3 0% 0.00% $219 2026-04-07 $nan
2025 Q4 UNCHANGED 3 0% 0.00% $214 2026-01-05 $70.94
2025 Q3 UNCHANGED 3 0% 0.00% $220 2025-11-10 $70.83
2025 Q2 REDUCED 3 -3 -50.0% 0.00% $218 2025-07-28 $71.77
2025 Q1 REDUCED 6 -24 -80.0% 0.00% $448 2025-04-28 $70.48
2024 Q4 UNCHANGED 30 0% 0.00% $2K 2025-01-14 $67.55
2024 Q3 REDUCED 30 -22 -42.3% 0.00% $2K 2024-10-28 $69.66
2024 Q2 UNCHANGED 52 0% 0.00% $3K 2024-07-26 $65.06
2024 Q1 ADDED 52 +49 +1633.3% 0.00% $3K 2024-04-22 $61.69
2023 Q4 UNCHANGED 3 0% 0.00% $188 2024-01-16 $60.10
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Rosenberg Matthew Hamilton and SPLV

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

How long has Rosenberg Matthew Hamilton reported owning SPLV?

Rosenberg Matthew Hamilton reported SPLV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPLV position in Rosenberg Matthew Hamilton's portfolio?

The largest reported portfolio weight for SPLV was 0.00% in 2024 Q2.

What is the latest reported SPLV position on this page?

The most recent filing on this page is 2026 Q1, when Rosenberg Matthew Hamilton reported 3 shares, equal to 0.00% of portfolio, with an estimated market value of $219.

What does the chart on this SPLV ownership page compare?

The chart compares Rosenberg Matthew Hamilton'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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