Atlas Legacy Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Atlas Legacy Advisors’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	$309K	Sell	4,129 -82	-2%	-$6.04K	0.05%	184
2026 Q1	$308K	Hold	4,211	–	–	0.06%	168
2025 Q4	$301K	Sell	4,211 -83	-2%	-$5.97K	0.05%	171
2025 Q3	$316K	Sell	4,294 -2	-0%	-$146	0.06%	162
2025 Q2	$313K	Sell	4,296 -125	-3%	-$9.05K	0.07%	144
2025 Q1	$330K	Sell	4,421 -36	-0.8%	-$2.6K	0.08%	140
2024 Q4	$312K	Buy	+4,457	New	+$322K	0.08%	138

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

Atlas Legacy Advisors's SPLV Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.9% in Q2 2026, selling an estimated $6.04K and leaving 4,129 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #184.

Atlas Legacy Advisors first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $330K in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Atlas Legacy Advisors held 4,129 shares of Invesco S&P 500 Low Volatility ETF worth $309K as of Q2 2026.
Atlas Legacy Advisors sold 82 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $6.04K.
Invesco S&P 500 Low Volatility ETF made up 0.05% of Atlas Legacy Advisors's portfolio in Q2 2026, its #184 holding.
Atlas Legacy Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $330K in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.