Alliance Wealth Advisors (Utah)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Alliance Wealth Advisors (Utah)’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	$11.5M	Buy	153,535 +37,863	+33%	+$2.79M	2.17%	11
2026 Q1	$8.46M	Buy	115,672 +47,423	+69%	+$3.51M	1.83%	9
2025 Q4	$4.87M	Buy	68,249 +63,288	+1,276%	+$4.55M	1.06%	16
2025 Q3	$365K	Buy	+4,961	New	+$363K	0.09%	211

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

Alliance Wealth Advisors (Utah)'s SPLV Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 33% in Q2 2026, buying an estimated $2.79M and bringing the position to 153,535 shares worth $11.5M. The position accounts for 2.17% of the portfolio, ranked #11.

Alliance Wealth Advisors (Utah) first reported a position in SPLV in Q3 2025 and has held it in 4 quarters since. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Alliance Wealth Advisors (Utah) held 153,535 shares of Invesco S&P 500 Low Volatility ETF worth $11.5M as of Q2 2026.
Alliance Wealth Advisors (Utah) bought 37,863 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.79M.
Invesco S&P 500 Low Volatility ETF made up 2.17% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #11 holding.
Alliance Wealth Advisors (Utah) first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.