Blake Schutter Theil Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Blake Schutter Theil 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	$896K	Hold	11,958	–	–	0.61%	34
2026 Q1	$875K	Hold	11,958	–	–	0.71%	31
2025 Q4	$854K	Hold	11,958	–	–	0.7%	31
2025 Q3	$879K	Hold	11,958	–	–	0.87%	29
2025 Q2	$871K	Hold	11,958	–	–	0.99%	25
2025 Q1	$894K	Sell	11,958 -1,256	-10%	-$90.7K	1.02%	23
2024 Q4	$925K	Hold	13,214	–	–	0.98%	21
2024 Q3	$948K	Buy	+13,214	New	+$907K	0.68%	40

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

Blake Schutter Theil Wealth Advisors's SPLV Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 11,958 shares worth $896K. The position accounts for 0.61% of the portfolio, ranked #34.

Blake Schutter Theil Wealth Advisors first reported a position in SPLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $948K in Q3 2024. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 11,958 shares of Invesco S&P 500 Low Volatility ETF worth $896K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.61% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $948K in Q3 2024.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.