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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SPLV Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 69% in Q1 2026, buying an estimated $3.51M and bringing the position to 115,672 shares worth $8.46M. The position accounts for 1.83% of the portfolio, ranked #9.

Alliance Wealth Advisors (Utah) first reported a position in SPLV in Q3 2025 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Alliance Wealth Advisors (Utah) held 115,672 shares of Invesco S&P 500 Low Volatility ETF worth $8.46M as of Q1 2026.
  • Alliance Wealth Advisors (Utah) bought 47,423 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $3.51M.
  • Invesco S&P 500 Low Volatility ETF made up 1.83% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #9 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 3 quarters since.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.