AWM
SPLV icon

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
Q2 		$399K Sell
5,326
-130,598
-96% -$9.62M 0.1% 131
2026
Q1 		$9.94M Sell
135,924
-3,042
-2% -$225K 2.69% 7
2025
Q4 		$9.92M 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

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

Atticus Wealth Management's SPLV Position: Q2 2026 in Review

Atticus Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 96% in Q2 2026, selling an estimated $9.62M and leaving 5,326 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #131.

Atticus Wealth Management first reported a position in SPLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.2M in Q3 2025. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Atticus Wealth Management held 5,326 shares of Invesco S&P 500 Low Volatility ETF worth $399K as of Q2 2026.
  • Atticus Wealth Management sold 130,598 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $9.62M.
  • Invesco S&P 500 Low Volatility ETF made up 0.1% of Atticus Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Atticus Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and has held it in 18 quarters since.
  • Atticus Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $10.2M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.