Advisor Resource Council’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Advisor Resource Council’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	$626K	Sell	8,227 -257	-3%	-$18.9K	0.18%	114
2026 Q1	$621K	Buy	8,484 +218	+3%	+$16.1K	0.2%	102
2025 Q4	$607K	Buy	+8,266	New	+$594K	0.22%	104
2025 Q3	–	Sell	-5,327	Closed	-$388K	–	162
2025 Q2	$388K	Sell	5,327 -56,928	-91%	-$4.12M	0.15%	107
2025 Q1	$4.29M	Buy	+62,255	New	+$4.5M	0.35%	73
2024 Q4	–	Sell	-11,614	Closed	-$833K	–	242
2024 Q3	$833K	Buy	+11,614	New	+$798K	0.38%	66
2024 Q2	–	Sell	-4,413	Closed	-$278K	–	200
2024 Q1	$278K	Buy	4,413 +731	+20%	+$46.6K	0.12%	179
2023 Q4	$231K	Sell	3,682 -1,020	-22%	-$61.4K	0.03%	418
2023 Q3	$276K	Sell	4,702 -2	-0%	-$124	0.14%	116
2023 Q2	$295K	Sell	4,704 -5,440	-54%	-$341K	0.13%	116
2023 Q1	$644K	Buy	+10,144	New	+$634K	0.16%	157
2022 Q4	–	Sell	-5,411	Closed	-$313K	–	178
2022 Q3	$313K	Sell	5,411 -4,986	-48%	-$315K	0.21%	109
2022 Q2	$645K	Buy	+10,397	New	+$672K	0.06%	251
2022 Q1	–	Sell	-9,639	Closed	-$662K	–	489
2021 Q4	$662K	Buy	+9,639	New	+$621K	0.05%	290
2021 Q3	–	Sell	-12,006	Closed	-$731K	–	450
2021 Q2	$731K	Buy	+12,006	New	+$728K	0.08%	246

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

Advisor Resource Council's SPLV Position: Q2 2026 in Review

Advisor Resource Council reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3% in Q2 2026, selling an estimated $18.9K and leaving 8,227 shares worth $626K. The position accounts for 0.18% of the portfolio, ranked #114.

Advisor Resource Council first reported a position in SPLV in Q2 2021 and has held it in 15 quarters since. The position peaked at $4.29M in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Advisor Resource Council held 8,227 shares of Invesco S&P 500 Low Volatility ETF worth $626K as of Q2 2026.
Advisor Resource Council sold 257 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $18.9K.
Invesco S&P 500 Low Volatility ETF made up 0.18% of Advisor Resource Council's portfolio in Q2 2026, its #114 holding.
Advisor Resource Council first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2021 and has held it in 15 quarters since.
Advisor Resource Council's Invesco S&P 500 Low Volatility ETF position peaked at $4.29M in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.