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Birchwood Financial Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Birchwood Financial Partners’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 		$8.68K Buy
116
+1
+0.9% +$74 0.01% 290
2026
Q1 		$8.43K Buy
+115
New +$8.52K 0.01% 287

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Birchwood Financial Partners's SPLV Position: Q2 2026 in Review

Birchwood Financial Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.87% in Q2 2026, buying an estimated $74 and bringing the position to 116 shares worth $8.68K. The position accounts for 0.01% of the portfolio, ranked #290.

Birchwood Financial Partners first reported a position in SPLV in Q1 2026 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Birchwood Financial Partners held 116 shares of Invesco S&P 500 Low Volatility ETF worth $8.68K as of Q2 2026.
  • Birchwood Financial Partners bought 1 Invesco S&P 500 Low Volatility ETF share in Q2 2026, an estimated $74.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #290 holding.
  • Birchwood Financial Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.