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

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

Allied Private Wealth's SPLV Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 2,095 shares worth $159K. The stake represents 0.1% of the portfolio and ranks #134 among its holdings.

755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Allied Private Wealth held 2,095 shares of Invesco S&P 500 Low Volatility ETF worth $159K as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Allied Private Wealth position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.1% of Allied Private Wealth's portfolio in Q2 2026, its #134 holding.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.