Abound Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Abound Wealth Management’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 Q2	–	Sell	-92	Closed	-$6.73K	–	1548
2026 Q1	$6.73K	Buy	+92	New	+$6.82K	﹤0.01%	655
2024 Q1	–	Sell	-26	Closed	-$1.63K	–	1391
2023 Q4	$1.63K	Buy	+26	New	+$1.56K	﹤0.01%	682

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Wealth Management's SPLV Position: Q2 2026 in Review

Abound Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 92 shares — an estimated $6.73K sold.

Abound Wealth Management first reported a position in SPLV in Q4 2023 and held it in 2 quarters. The position peaked at $6.73K in Q1 2026. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Abound Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 92 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $6.73K.
Abound Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 2 quarters.
Abound Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $6.73K in Q1 2026.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.