BRWA
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B. Riley Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

B. Riley Wealth 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 		$749K Sell
9,915
-125
-1% -$9.21K 0.04% 371
2026
Q1 		$731K Sell
10,040
-294
-3% -$21.8K 0.05% 352
2025
Q4 		$738K Sell
10,334
-95
-0.9% -$6.83K 0.03% 407
2025
Q3 		$766K Sell
10,429
-461
-4% -$33.7K 0.04% 403
2025
Q2 		$793K Buy
+10,890
New +$788K 0.04% 401
2024
Q4 		$963K Sell
13,753
-31
-0.2% -$2.24K 0.03% 462
2024
Q3 		$985K Sell
13,784
-19,152
-58% -$1.32M 0.03% 503
2024
Q2 		$2.14M Sell
32,936
-8,481
-20% -$549K 0.05% 321
2024
Q1 		$2.43M Buy
41,417
+3,100
+8% +$198K 0.07% 292
2023
Q4 		$2.4M Sell
38,317
-3,100
-7% -$187K 0.06% 312
2023
Q3 		$2.43M Buy
41,417
+377
+0.9% +$23.3K 0.07% 292
2023
Q2 		$2.58M Buy
41,040
+2,066
+5% +$129K 0.06% 305
2023
Q1 		$2.43M Sell
38,974
-4,154
-10% -$260K 0.06% 299
2022
Q4 		$2.76M Buy
43,128
+422
+1% +$26.2K 0.08% 260
2022
Q3 		$2.47M Buy
42,706
+3,508
+9% +$222K 0.07% 261
2022
Q2 		$2.43M Sell
39,198
-2,690
-6% -$174K 0.1% 204
2022
Q1 		$2.81M Sell
41,888
-481
-1% -$31.3K 0.09% 231
2021
Q4 		$2.91M Sell
42,369
-897
-2% -$57.8K 0.08% 259
2021
Q3 		$2.63M Buy
43,266
+1,832
+4% +$115K 0.08% 273
2021
Q2 		$2.52M Sell
41,434
-352
-0.8% -$21.3K 0.08% 285
2021
Q1 		$2.43M Sell
41,786
-6,064
-13% -$341K 0.09% 270
2020
Q4 		$2.69M Sell
47,850
-14,219
-23% -$781K 0.14% 160
2020
Q3 		$3.32M Sell
62,069
-12,646
-17% -$671K 0.18% 135
2020
Q2 		$3.71M Sell
74,715
-20,437
-21% -$1M 0.25% 100
2020
Q1 		$4.46M Sell
95,152
-37,198
-28% -$2.08M 0.38% 59
2019
Q4 		$7.72M Buy
132,350
+4,472
+3% +$257K 0.66% 25
2019
Q3 		$7.41M Buy
127,878
+1,038
+0.8% +$58.5K 0.73% 22
2019
Q2 		$6.92M Buy
126,840
+16,229
+15% +$873K 0.76% 20
2019
Q1 		$5.64M Buy
110,611
+8,145
+8% +$408K 0.7% 27
2018
Q4 		$4.78M Sell
102,466
-2,176
-2% -$106K 0.68% 29
2018
Q3 		$5.18M Sell
104,642
-1,436
-1% -$70.6K 0.62% 29
2018
Q2 		$5.03M Sell
106,078
-308
-0.3% -$14.4K 0.66% 27
2018
Q1 		$5M Buy
106,386
+22,986
+28% +$1.09M 0.7% 22
2017
Q4 		$3.98M Buy
83,400
+36,811
+79% +$1.74M 0.54% 38
2017
Q3 		$2.13M Buy
46,589
+11,280
+32% +$511K 0.35% 74
2017
Q2 		$1.58M Buy
35,309
+567
+2% +$25.1K 0.29% 100
2017
Q1 		$1.51M Sell
34,742
-7,755
-18% -$331K 0.3% 90
2016
Q4 		$1.77M Buy
42,497
+2,037
+5% +$83K 0.36% 73
2016
Q3 		$1.47M Sell
40,460
-2,609
-6% -$110K 0.29% 83
2016
Q2 		$1.59M Buy
43,069
+21,415
+99% +$870K 0.32% 69
2016
Q1 		$873K Buy
21,654
+2,511
+13% +$95.8K 0.2% 126
2015
Q4 		$739K Buy
+19,143
New +$730K 0.15% 174
2015
Q3 		– Sell
-5,933
Closed -$221K – 604
2015
Q2 		$221K Sell
5,933
-53,177
-90% -$1.99M 0.05% 425
2015
Q1 		$2.24M Sell
59,110
-27,961
-32% -$1.07M 0.55% 32
2014
Q4 		$14.8K Buy
87,071
+61,336
+238% +$2.25M 0.32% 48
2014
Q3 		$900K Sell
25,735
-43,035
-63% -$1.51M 0.23% 109
2014
Q2 		$1.25M Buy
68,770
+58,250
+554% +$2.01M 0.29% 63
2014
Q1 		$358K Sell
10,520
-1,817
-15% -$59.9K 0.11% 224
2013
Q4 		$409K Sell
12,337
-8,081
-40% -$262K 0.13% 172
2013
Q3 		$637K Sell
20,418
-1,316
-6% -$41.7K 0.22% 112
2013
Q2 		$676K Buy
+21,734
New +$685K 0.23% 103

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

B. Riley Wealth Advisors's SPLV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.2% in Q2 2026, selling an estimated $9.21K and leaving 9,915 shares worth $749K. The position accounts for 0.04% of the portfolio, ranked #371.

B. Riley Wealth Advisors first reported a position in SPLV in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.72M in Q4 2019. 145 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • B. Riley Wealth Advisors held 9,915 shares of Invesco S&P 500 Low Volatility ETF worth $749K as of Q2 2026.
  • B. Riley Wealth Advisors sold 125 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $9.21K.
  • Invesco S&P 500 Low Volatility ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #371 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $7.72M in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.