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

Apollon 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 		$263K Buy
3,507
+40
+1% +$2.95K ﹤0.01% 1353
2026
Q1 		$254K Buy
3,467
+215
+7% +$15.9K ﹤0.01% 1197
2025
Q4 		$232K Hold
3,252
– – ﹤0.01% 1169
2025
Q3 		$239K Sell
3,252
-252
-7% -$18.4K ﹤0.01% 1147
2025
Q2 		$255K Buy
3,504
+227
+7% +$16.4K 0.01% 1077
2025
Q1 		$245K Hold
3,277
– – 0.01% 1032
2024
Q4 		$229K Sell
3,277
-1,142
-26% -$82.4K 0.01% 1046
2024
Q3 		$317K Sell
4,419
-100
-2% -$6.87K 0.01% 896
2024
Q2 		$294K Sell
4,519
-420
-9% -$27.2K 0.01% 873
2024
Q1 		$325K Hold
4,939
– – 0.01% 837
2023
Q4 		$309K Buy
4,939
+1,142
+30% +$68.7K 0.01% 827
2023
Q3 		$223K Sell
3,797
-8,119
-68% -$502K 0.01% 793
2023
Q2 		$748K Buy
11,916
+7,556
+173% +$473K 0.04% 480
2023
Q1 		$272K Sell
4,360
-289
-6% -$18.1K 0.02% 705
2022
Q4 		$297K Sell
4,649
-708
-13% -$43.9K 0.02% 666
2022
Q3 		$310K Hold
5,357
– – 0.03% 588
2022
Q2 		$332K Buy
5,357
+383
+8% +$24.8K 0.03% 541
2022
Q1 		$334K Sell
4,974
-166
-3% -$10.8K 0.02% 562
2021
Q4 		$353K Buy
+5,140
New +$331K 0.03% 546
2020
Q3 		– Sell
-508
Closed -$25K – 616
2020
Q2 		$25K Buy
+508
New +$25K 0.01% 335

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
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 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
SA
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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

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

Apollon Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.2% in Q2 2026, buying an estimated $2.95K and bringing the position to 3,507 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Apollon Wealth Management first reported a position in SPLV in Q2 2020 and has held it in 20 quarters since. The position peaked at $748K in Q2 2023. 202 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Apollon Wealth Management held 3,507 shares of Invesco S&P 500 Low Volatility ETF worth $263K as of Q2 2026.
  • Apollon Wealth Management bought 40 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.95K.
  • Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1353 holding.
  • Apollon Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2020 and has held it in 20 quarters since.
  • Apollon Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $748K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.