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STACKSTONE WEALTH, LLC’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

STACKSTONE WEALTH, LLC’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 		$231K Buy
+3,272
New +$246K 0.02% 312

Other funds holding SPLV

Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
IDBONY
Israel Discount Bank of New York New York $55.4M AUM 8.04% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
VIP
Value Investment Professionals New York $115M AUM 13% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SPLV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2026: 3,272 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #312 among its holdings.

137 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 3,272 shares of Invesco S&P 500 Low Volatility ETF worth $231K as of Q3 2026.
  • Invesco S&P 500 Low Volatility ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.02% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #312 holding.
  • 137 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.