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

Appalachian Capital 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	$571K	Buy	7,618 +39	+0.5%	+$2.87K	0.41%	26
2026 Q1	$554K	Sell	7,579 -34	-0.4%	-$2.52K	0.44%	23
2025 Q4	$544K	Buy	+7,613	New	+$547K	0.44%	24

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

Appalachian Capital Management's SPLV Position: Q2 2026 in Review

Appalachian Capital Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.51% in Q2 2026, buying an estimated $2.87K and bringing the position to 7,618 shares worth $571K. The position accounts for 0.41% of the portfolio, ranked #26.

Appalachian Capital Management first reported a position in SPLV in Q4 2025 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Appalachian Capital Management held 7,618 shares of Invesco S&P 500 Low Volatility ETF worth $571K as of Q2 2026.
Appalachian Capital Management bought 39 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.87K.
Invesco S&P 500 Low Volatility ETF made up 0.41% of Appalachian Capital Management's portfolio in Q2 2026, its #26 holding.
Appalachian Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Appalachian Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.