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Archford Capital Strategies’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Archford Capital Strategies’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
-116,865
Closed -$8.55M – 374
2026
Q1 		$8.55M Buy
+116,865
New +$8.66M 0.98% 23
2021
Q3 		– Sell
-3,469
Closed -$211K – 318
2021
Q2 		$211K Hold
3,469
– – 0.05% 288
2021
Q1 		$208K Sell
3,469
-2,097
-38% -$118K 0.06% 261
2020
Q4 		$315K Buy
5,566
+485
+10% +$26.6K 0.07% 229
2020
Q3 		$273K Sell
5,081
-888
-15% -$47.1K 0.07% 223
2020
Q2 		$297K Sell
5,969
-487
-8% -$23.9K 0.09% 206
2020
Q1 		$303K Sell
6,456
-1,079
-14% -$60.4K 0.12% 178
2019
Q4 		$440K Sell
7,535
-782
-9% -$44.9K 0.15% 172
2019
Q3 		$482K Sell
8,317
-1,081
-12% -$61K 0.18% 152
2019
Q2 		$517K Sell
9,398
-3,800
-29% -$204K 0.19% 146
2019
Q1 		$695K Buy
13,198
+729
+6% +$36.5K 0.26% 117
2018
Q4 		$582K Sell
12,469
-1,508
-11% -$73.1K 0.23% 126
2018
Q3 		$692K Sell
13,977
-2,372
-15% -$117K 0.25% 116
2018
Q2 		$775K Buy
+16,349
New +$767K 0.27% 110
2018
Q1 		– Sell
-8,322
Closed -$397K – 704
2017
Q4 		$397K Sell
8,322
-2,401
-22% -$113K 0.15% 156
2017
Q3 		$491K Buy
10,723
+3,698
+53% +$168K 0.18% 147
2017
Q2 		$314K Sell
7,025
-606
-8% -$26.9K 0.12% 163
2017
Q1 		$332K Sell
7,631
-2,672
-26% -$114K 0.13% 166
2016
Q4 		$428K Sell
10,303
-63
-0.6% -$2.57K 0.18% 139
2016
Q3 		$430K Hold
10,366
– – 0.18% 145
2016
Q2 		$443K Buy
10,366
+58
+0.6% +$2.36K 0.23% 117
2016
Q1 		$416K Buy
10,308
+1,442
+16% +$55K 0.2% 136
2015
Q4 		$342K Buy
+8,866
New +$338K 0.16% 143

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
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
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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Archford Capital Strategies's SPLV Position: Q2 2026 in Review

Archford Capital Strategies sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 116,865 shares — an estimated $8.55M sold.

Archford Capital Strategies first reported a position in SPLV in Q4 2015 and held it in 23 quarters. The position peaked at $8.55M in Q1 2026. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Archford Capital Strategies reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Archford Capital Strategies sold 116,865 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $8.55M.
  • Archford Capital Strategies first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and held it in 23 quarters.
  • Archford Capital Strategies's Invesco S&P 500 Low Volatility ETF position peaked at $8.55M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.