Advisornet Financial’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Advisornet Financial’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	$109K	Sell	1,454 -52	-3%	-$3.83K	0.01%	846
2026 Q1	$110K	Sell	1,506 -51	-3%	-$3.78K	0.01%	788
2025 Q4	$111K	Sell	1,557 -114	-7%	-$8.2K	0.01%	784
2025 Q3	$123K	Buy	1,671 +419	+33%	+$30.6K	0.01%	733
2025 Q2	$91.2K	Sell	1,252 -1,021	-45%	-$73.9K	0.01%	789
2025 Q1	$170K	Buy	2,273 +1,264	+125%	+$91.3K	0.01%	589
2024 Q4	$70.7K	Sell	1,009 -956	-49%	-$69K	0.01%	776
2024 Q3	$141K	Buy	1,965 +363	+23%	+$24.9K	0.01%	606
2024 Q2	$104K	Sell	1,602 -82	-5%	-$5.31K	0.01%	630
2024 Q1	$111K	Hold	1,684	–	–	0.01%	611
2023 Q4	$106K	Sell	1,684 -1,726	-51%	-$104K	0.01%	627
2023 Q3	$200K	Sell	3,410 -1,163	-25%	-$71.9K	0.02%	459
2023 Q2	$287K	Buy	4,573 +3,303	+260%	+$207K	0.02%	407
2023 Q1	$79.3K	Buy	1,270 +530	+72%	+$33.1K	0.01%	676
2022 Q4	$47.3K	Sell	740 -13,041	-95%	-$809K	﹤0.01%	803
2022 Q3	$797K	Sell	13,781 -491	-3%	-$31.1K	0.08%	242
2022 Q2	$885K	Sell	14,272 -45,272	-76%	-$2.93M	0.09%	231
2022 Q1	$4M	Sell	59,544 -57,746	-49%	-$3.76M	0.25%	95
2021 Q4	$8.05M	Sell	117,290 -6,165	-5%	-$397K	0.5%	38
2021 Q3	$7.51M	Sell	123,455 -3,632	-3%	-$229K	0.52%	38
2021 Q2	$7.74M	Buy	127,087 +2,411	+2%	+$146K	0.51%	38
2021 Q1	$7.25M	Sell	124,676 -8,371	-6%	-$471K	0.52%	41
2020 Q4	$7.48M	Buy	133,047 +24,242	+22%	+$1.33M	0.6%	29
2020 Q3	$5.84M	Buy	108,805 +3,057	+3%	+$162K	0.5%	39
2020 Q2	$5.25M	Buy	105,748 +10,941	+12%	+$538K	0.42%	49
2020 Q1	$4.45M	Sell	94,807 -14,606	-13%	-$818K	0.41%	57
2019 Q4	$6.38M	Sell	109,413 -3,971	-4%	-$228K	0.54%	39
2019 Q3	$6.57M	Sell	113,384 -2,329	-2%	-$131K	0.6%	27
2019 Q2	$6.37M	Buy	115,713 +14,205	+14%	+$764K	0.7%	23
2019 Q1	$5.34M	Buy	101,508 +8,538	+9%	+$428K	0.65%	25
2018 Q4	$4.34M	Sell	92,970 -4,730	-5%	-$229K	0.6%	29
2018 Q3	$4.84M	Sell	97,700 -7,152	-7%	-$352K	0.61%	24
2018 Q2	$4.97M	Sell	104,852 -10,691	-9%	-$501K	0.67%	25
2018 Q1	$5.43M	Sell	115,543 -13,350	-10%	-$632K	0.75%	23
2017 Q4	$6.15M	Buy	+128,893	New	+$6.08M	0.93%	19

Other funds holding SPLV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Advisornet Financial's SPLV Position: Q2 2026 in Review

Advisornet Financial reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.5% in Q2 2026, selling an estimated $3.83K and leaving 1,454 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #846.

Advisornet Financial first reported a position in SPLV in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.05M in Q4 2021. 444 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Advisornet Financial held 1,454 shares of Invesco S&P 500 Low Volatility ETF worth $109K as of Q2 2026.
Advisornet Financial sold 52 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $3.83K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #846 holding.
Advisornet Financial first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and has held it in 35 quarters since.
Advisornet Financial's Invesco S&P 500 Low Volatility ETF position peaked at $8.05M in Q4 2021.
444 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.