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 Q2	$712K	Buy	9,510 +37	+0.4%	+$2.73K	0.44%	44
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 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

Apex Wealth Management's SPLV Position: Q2 2026 in Review

Apex Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.39% in Q2 2026, buying an estimated $2.73K and bringing the position to 9,510 shares worth $712K. The position accounts for 0.44% of the portfolio, ranked #44.

Apex Wealth Management first reported a position in SPLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $724K in Q2 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Apex Wealth Management held 9,510 shares of Invesco S&P 500 Low Volatility ETF worth $712K as of Q2 2026.
Apex Wealth Management bought 37 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.73K.
Invesco S&P 500 Low Volatility ETF made up 0.44% of Apex Wealth Management's portfolio in Q2 2026, its #44 holding.
Apex Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
Apex Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $724K in Q2 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.