Advisory Solutions Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Advisory Solutions Group’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	$1.62M	Buy	22,936 +865	+4%	+$64.9K	0.34%	78
2026 Q2	$1.65M	Buy	+22,071	New	+$1.63M	0.56%	49

Other funds holding SPLV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisory Solutions Group's SPLV Position: Q3 2026 in Review

Advisory Solutions Group increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.9% in Q3 2026, buying an estimated $64.9K and bringing the position to 22,936 shares worth $1.62M. The position accounts for 0.34% of the portfolio, ranked #78.

Advisory Solutions Group first reported a position in SPLV in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.65M in Q2 2026. 651 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Advisory Solutions Group held 22,936 shares of Invesco S&P 500 Low Volatility ETF worth $1.62M as of Q3 2026.
Advisory Solutions Group bought 865 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $64.9K.
Invesco S&P 500 Low Volatility ETF made up 0.34% of Advisory Solutions Group's portfolio in Q3 2026, its #78 holding.
Advisory Solutions Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2026 and has held it in 2 quarters since.
Advisory Solutions Group's Invesco S&P 500 Low Volatility ETF position peaked at $1.65M in Q2 2026.
651 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.