Amplius Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Amplius Wealth Advisors’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	$762K	Hold	10,175	–	–	0.06%	90
2026 Q1	$744K	Hold	10,175	–	–	0.06%	86
2025 Q4	$727K	Sell	10,175 -559	-5%	-$40.2K	0.06%	84
2025 Q3	$789K	Sell	10,734 -11,939	-53%	-$873K	0.07%	82
2025 Q2	$1.65M	Buy	22,673 +2	+0%	+$145	0.15%	63
2025 Q1	$1.69M	Buy	22,671 +80	+0.4%	+$5.78K	0.18%	58
2024 Q4	$1.58M	Sell	22,591 -356	-2%	-$25.7K	0.16%	59
2024 Q3	$1.65M	Sell	22,947 -611	-3%	-$42K	0.18%	58
2024 Q2	$1.53M	Sell	23,558 -1,780	-7%	-$115K	0.17%	61
2024 Q1	$1.67M	Sell	25,338 -11,331	-31%	-$722K	0.19%	57
2023 Q4	$2.3M	Sell	36,669 -661	-2%	-$39.8K	0.28%	51
2023 Q3	$2.19M	Sell	37,330 -6,972	-16%	-$431K	0.29%	47
2023 Q2	$2.78M	Sell	44,302 -15,328	-26%	-$960K	0.37%	42
2023 Q1	$3.72M	Sell	59,630 -1,346	-2%	-$84.1K	0.53%	34
2022 Q4	$3.9M	Sell	60,976 -6,865	-10%	-$426K	0.62%	30
2022 Q3	$3.92M	Sell	67,841 -3,334	-5%	-$211K	0.7%	32
2022 Q2	$4.41M	Sell	71,175 -58,919	-45%	-$3.81M	0.71%	28
2022 Q1	$8.73M	Buy	130,094 +3,748	+3%	+$244K	1.34%	21
2021 Q4	$8.67M	Buy	+126,346	New	+$8.13M	1.2%	24

Other funds holding SPLV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PPA

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Amplius Wealth Advisors's SPLV Position: Q2 2026 in Review

Amplius Wealth Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 10,175 shares worth $762K. The position accounts for 0.06% of the portfolio, ranked #90.

Amplius Wealth Advisors first reported a position in SPLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.73M in Q1 2022. 235 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Amplius Wealth Advisors held 10,175 shares of Invesco S&P 500 Low Volatility ETF worth $762K as of Q2 2026.
Amplius Wealth Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.06% of Amplius Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Amplius Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $8.73M in Q1 2022.
235 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.