AWM
SPLV icon

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

Axxcess 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 		$515K Buy
+6,879
New +$507K 0.01% 710
2026
Q1 		– Sell
-4,211
Closed -$301K – 913
2025
Q4 		$301K Buy
4,211
+711
+20% +$51.1K 0.01% 848
2025
Q3 		$257K Sell
3,500
-9,013
-72% -$659K 0.01% 808
2025
Q2 		$911K Buy
12,513
+5,673
+83% +$411K 0.02% 448
2025
Q1 		$511K Sell
6,840
-78
-1% -$5.63K 0.01% 546
2024
Q4 		$484K Sell
6,918
-566
-8% -$40.8K 0.01% 554
2024
Q3 		$537K Sell
7,484
-3,921
-34% -$269K 0.01% 533
2024
Q2 		$741K Buy
11,405
+3,426
+43% +$222K 0.02% 438
2024
Q1 		$526K Sell
7,979
-12,961
-62% -$826K 0.01% 522
2023
Q4 		$1.31M Buy
20,940
+4,531
+28% +$273K 0.04% 309
2023
Q3 		$965K Buy
16,409
+7,381
+82% +$456K 0.03% 328
2023
Q2 		$567K Sell
9,028
-1,115
-11% -$69.8K 0.04% 327
2023
Q1 		$633K Sell
10,143
-4,624
-31% -$289K 0.05% 329
2022
Q4 		$944K Buy
14,767
+4,279
+41% +$265K 0.08% 232
2022
Q3 		$607K Buy
10,488
+2,371
+29% +$150K 0.06% 278
2022
Q2 		$503K Sell
8,117
-15,667
-66% -$1.01M 0.05% 304
2022
Q1 		$1.6M Buy
23,784
+6,105
+35% +$397K 0.12% 140
2021
Q4 		$1.21M Buy
+17,679
New +$1.14M 0.09% 181

Other funds holding SPLV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 6,879 shares worth $515K. The stake represents 0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPLV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SPLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.6M in Q1 2022. 440 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Axxcess Wealth Management held 6,879 shares of Invesco S&P 500 Low Volatility ETF worth $515K as of Q2 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #710 holding.
  • Axxcess Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.6M in Q1 2022.
  • 440 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.