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

Balance Wealth’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 		$267K Sell
3,561
-1,093
-23% -$80.5K 0.07% 140
2026
Q1 		$340K Buy
4,654
+286
+7% +$21.2K 0.11% 116
2025
Q4 		$312K Buy
+4,368
New +$314K 0.1% 113

Other funds holding SPLV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 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
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Balance Wealth's SPLV Position: Q2 2026 in Review

Balance Wealth reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 23% in Q2 2026, selling an estimated $80.5K and leaving 3,561 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #140.

Balance Wealth first reported a position in SPLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q1 2026. 235 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Balance Wealth held 3,561 shares of Invesco S&P 500 Low Volatility ETF worth $267K as of Q2 2026.
  • Balance Wealth sold 1,093 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $80.5K.
  • Invesco S&P 500 Low Volatility ETF made up 0.07% of Balance Wealth's portfolio in Q2 2026, its #140 holding.
  • Balance Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • Balance Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $340K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.