AC
SPLV icon

Apella Capital’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Apella Capital’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 		$372K Hold
4,837
– – 0.01% 538
2026
Q1 		$361K Buy
+4,837
New +$358K 0.01% 518

Other funds holding SPLV

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
BM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Apella Capital's SPLV Position: Q2 2026 in Review

Apella Capital held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 4,837 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #538.

Apella Capital first reported a position in SPLV in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Apella Capital held 4,837 shares of Invesco S&P 500 Low Volatility ETF worth $372K as of Q2 2026.
  • Apella Capital left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #538 holding.
  • Apella Capital first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.