Allied Private Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Allied Private Wealth’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	$159K	Buy	+2,095	New	+$154K	0.1%	134

Other funds holding SPLV

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Value Investment Professionals New York $119M AUM

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return