Berman McAleer’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Berman McAleer’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	$30.1M	Buy	402,028 +24,977	+7%	+$1.84M	3.49%	9
2026 Q1	$27.6M	Buy	377,051 +12,945	+4%	+$959K	3.76%	8
2025 Q4	$26M	Buy	364,106 +10,761	+3%	+$774K	3.55%	9
2025 Q3	$26M	Buy	+353,345	New	+$25.8M	3.63%	8

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Berman McAleer's SPLV Position: Q2 2026 in Review

Berman McAleer increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 6.6% in Q2 2026, buying an estimated $1.84M and bringing the position to 402,028 shares worth $30.1M. The position accounts for 3.49% of the portfolio, ranked #9.

Berman McAleer first reported a position in SPLV in Q3 2025 and has held it in 4 quarters since. 753 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Berman McAleer held 402,028 shares of Invesco S&P 500 Low Volatility ETF worth $30.1M as of Q2 2026.
Berman McAleer bought 24,977 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.84M.
Invesco S&P 500 Low Volatility ETF made up 3.49% of Berman McAleer's portfolio in Q2 2026, its #9 holding.
Berman McAleer first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
753 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.