AP
SPLV icon

Appleton Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Appleton Partners’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 		– Sell
-2,863
Closed -$209K – 282
2026
Q1 		$209K Hold
2,863
– – 0.01% 258
2025
Q4 		$204K Hold
2,863
– – 0.01% 261
2025
Q3 		$210K Hold
2,863
– – 0.01% 248
2025
Q2 		$208K Sell
2,863
-70
-2% -$5.07K 0.01% 244
2025
Q1 		$219K Sell
2,933
-385
-12% -$27.8K 0.02% 232
2024
Q4 		$232K Sell
3,318
-50
-1% -$3.61K 0.02% 238
2024
Q3 		$242K Sell
3,368
-569
-14% -$39.1K 0.02% 242
2024
Q2 		$256K Sell
3,937
-310
-7% -$20.1K 0.02% 232
2024
Q1 		$280K Sell
4,247
-425
-9% -$27.1K 0.02% 238
2023
Q4 		$293K Sell
4,672
-1,018
-18% -$61.3K 0.02% 246
2023
Q3 		$335K Sell
5,690
-315
-5% -$19.5K 0.03% 231
2023
Q2 		$377K Buy
6,005
+2,560
+74% +$160K 0.03% 221
2023
Q1 		$215K Hold
3,445
– – 0.02% 285
2022
Q4 		$220K Buy
+3,445
New +$214K 0.02% 287
2019
Q4 		– Sell
-4,624
Closed -$268K – 298
2019
Q3 		$268K Buy
4,624
+631
+16% +$35.6K 0.03% 249
2019
Q2 		$220K Buy
+3,993
New +$215K 0.03% 264

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
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
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

Appleton Partners's SPLV Position: Q2 2026 in Review

Appleton Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 2,863 shares — an estimated $209K sold.

Appleton Partners first reported a position in SPLV in Q2 2019 and held it in 16 quarters. The position peaked at $377K in Q2 2023. 177 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Appleton Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Appleton Partners sold 2,863 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $209K.
  • Appleton Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2019 and held it in 16 quarters.
  • Appleton Partners's Invesco S&P 500 Low Volatility ETF position peaked at $377K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.