AWM
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Apex Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Apex Wealth Management’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 		$693K Buy
9,473
+6,623
+232% +$491K 0.48% 42
2025
Q4 		$209K Sell
2,850
-6,923
-71% -$498K 0.21% 47
2025
Q3 		$718K Sell
9,773
-165
-2% -$12.1K 0.51% 39
2025
Q2 		$724K Buy
+9,938
New +$719K 0.58% 37

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

Apex Wealth Management's SPLV Position: Q1 2026 in Review

Apex Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 232% in Q1 2026, buying an estimated $491K and bringing the position to 9,473 shares worth $693K. The position accounts for 0.48% of the portfolio, ranked #42.

Apex Wealth Management first reported a position in SPLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $724K in Q2 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Apex Wealth Management held 9,473 shares of Invesco S&P 500 Low Volatility ETF worth $693K as of Q1 2026.
  • Apex Wealth Management bought 6,623 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $491K.
  • Invesco S&P 500 Low Volatility ETF made up 0.48% of Apex Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Apex Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 4 quarters since.
  • Apex Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $724K in Q2 2025.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.