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

Atticus 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 Q3	$326K	Sell	4,623 -703	-13%	-$52.8K	0.07%	150
2026 Q2	$399K	Sell	5,326 -130,598	-96%	-$9.6M	0.1%	131
2026 Q1	$9.9M	Sell	135,924 -3,042	-2%	-$225K	2.69%	7
2025 Q4	$9.9M	Sell	138,966 -23	-0%	-$1.65K	2.45%	8
2025 Q3	$10.2M	Buy	138,989 +12,366	+10%	+$904K	2.58%	7
2025 Q2	$9.22M	Buy	126,623 +21,925	+21%	+$1.59M	2.49%	8
2025 Q1	$7.82M	Buy	104,698 +104,690	+1,308,625%	+$7.56M	2.55%	8
2024 Q4	$560	Hold	8	–	–	﹤0.01%	500
2024 Q3	$574	Hold	8	–	–	﹤0.01%	492
2024 Q2	$520	Hold	8	–	–	﹤0.01%	506
2024 Q1	$527	Sell	8 -104	-93%	-$6.63K	﹤0.01%	519
2023 Q4	$7.04K	Sell	112 -6,401	-98%	-$385K	﹤0.01%	431
2023 Q3	$383K	Sell	6,513 -2,019	-24%	-$125K	0.15%	85
2023 Q2	$536K	Sell	8,532 -12,806	-60%	-$802K	0.2%	71
2023 Q1	$1.33M	Buy	21,338 +21,082	+8,235%	+$1.32M	0.51%	31
2022 Q4	$16.4K	Sell	256 -5,948	-96%	-$369K	0.01%	350
2022 Q3	$385K	Hold	6,204	–	–	0.19%	75
2022 Q2	$385K	Sell	6,204 -1,698	-21%	-$110K	0.16%	89
2022 Q1	$530K	Buy	+7,902	New	+$514K	0.19%	83

Other funds holding SPLV

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return

Atticus Wealth Management's SPLV Position: Q3 2026 in Review

Atticus Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 13% in Q3 2026, selling an estimated $52.8K and leaving 4,623 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #150.

Atticus Wealth Management first reported a position in SPLV in Q1 2022 and has held it in 19 quarters since. The position peaked at $10.2M in Q3 2025. 219 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Atticus Wealth Management held 4,623 shares of Invesco S&P 500 Low Volatility ETF worth $326K as of Q3 2026.
Atticus Wealth Management sold 703 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $52.8K.
Invesco S&P 500 Low Volatility ETF made up 0.07% of Atticus Wealth Management's portfolio in Q3 2026, its #150 holding.
Atticus Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and has held it in 19 quarters since.
Atticus Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $10.2M in Q3 2025.
219 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.